Tax Analyst - Military Veterans

AppleOne is proud to present:
If you’re looking for an opportunity to make an impact in the financial services industry, we have two fantastic positions that might be the perfect fit for you.

1. Administrative Assistant I (Processor Role)
In this role, you’ll be integral to the processing and handling of tax documents, ensuring compliance and accuracy every step of the way. You’ll work with proprietary software to scan incoming documents, assemble tax documents, and ensure the timely delivery of completed materials to the appropriate authorities. This position requires keen attention to detail and the ability to manage repetitive tasks efficiently.

Key Responsibilities:
Review, assemble, and verify tax documents, ensuring all necessary elements are in place (e.g., name, account number, tax IDs, signatures)
Prepare tax documents for mailing to the appropriate taxing authorities
Scan and organize incoming tax documents using proprietary software
Manage the weighing and posting of individual and bulk mailings using a postage machine
Perform repetitive tasks with a focus on precision and compliance
Adapt to changing policies and procedures, especially during peak seasons
Provide strong customer service and support within the team
Qualifications:
Ability to multitask and work both independently and as part of a team
Exceptional attention to detail and accuracy in reviewing data
Strong organizational, written, and verbal communication skills
Flexibility to work overtime (including weekends) during peak seasons

2. Tax Analyst I (Analyst Role)
This is an exciting opportunity for someone looking to advance in the tax field. As a Tax Analyst I, you will support tax preparers by reviewing account data, inputting partnership K-1s, and preparing fiduciary and individual tax forms. You'll work closely with a team while gaining valuable experience and insights into the tax preparation process.
Key Responsibilities:
Perform account data reviews and maintain data as directed by management
Enter data for partnership K-1s, prior trustee worksheets, and charitable accounts
Assist tax preparers with various tasks as assigned
Prepare fiduciary and individual tax forms
Collaborate with team members to meet deadlines and manage tasks independently

Qualifications:
Two-year degree from an accredited college/university required
1-3 years of experience in tax preparation or financial services preferred
Strong organizational, research, and communication skills
Proficiency with Microsoft Excel
Ability to adapt to changing tasks and work under direct supervision
Excellent written and verbal communication skills

We are looking for proactive, adaptable, and detail-oriented candidates to join our team. If you thrive in a fast-paced environment and enjoy contributing to the success of a dynamic team, we encourage you to apply!
Location: One Financial Plaza, Suite 2300, 215-8289, Providence, RI 02903

EEO/AA Employer/Vet/Disabled.





The Know Your Rights poster is available here:


https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf





The pay transparency policy is available here:


https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf





For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.





We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.





AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.


https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf





We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.


#1572

Entry Level