Tax Assistant Duties & Responsibilities

The role and function of a Tax Assistant includes the following duties and responsibilities:

  • Handling sensitive and confidential information properly
  • Performing clerical duties
  • prepare reports and financial documentation
  • Assist tax preparers review and file customers’ tax returns

Note that this is not an exhaustive list of Tax Assistant duties and responsibilities. Job functions for specific Tax Assistant roles may vary, depending on the industry and type of employer.

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