Operations Assistant - Tax Department

LSL, LLP•Irvine, CA

4h•$19 - $30•Remote

About The Position

As a Tax Operations Assistant with our Tax team, you will play a key behind-the-scenes role in ensuring tax returns are finalized, assembled, and delivered accurately and efficiently. This position is ideal for someone who enjoys detail-oriented work, thrives in a deadline-driven environment, and wants to support a high-performing tax team through strong operational execution.

Requirements

High school diploma or GED required; Associate’s or Bachelor’s degree preferred
2+ years of administrative or operations experience within a CPA or professional services firm highly preferred
Hands on experience with SafeSend and CCH Axcess preferred
Experience compiling and distributing tax returns in a public accounting environment strongly preferred
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams)
Strong attention to detail with emphasis on accuracy and follow-through
Must be able and willing to work over 40 hours during busy tax season.
Ability to manage multiple deadlines in a fast-paced, deadline-driven environment
Excellent organizational and time management skills
Clear written and verbal communication abilities
Professional demeanor with discretion and confidentiality
Positive, team-oriented attitude and strong service mindset
Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

Responsibilities

Tax Return Assembly (for tax department employees).
Completes scanning requirements for document storage as defined or requested.
Maintains files of correspondence or other records, electronically or on paper.
Drafts, proofs, formats, add footnotes, and save as pdfs the financial statements for clients.
Generates, distributes, and tracks all client materials.
Maintains control file of all matters in progress for each assigned Partner and Manager.
Maintains procedures that implement operational and/or fiscal policies.
Interprets policies and procedures as established by Managers.
Compiles data based on research techniques and on statistical compilations involving an understanding of operating unit programs, policies, and procedures.