Interview clients to obtain additional information on taxable income and deductible expenses and allowances.Interview clients to gather financial information. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.Calculate tax information. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.Calculate tax information. Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.Calculate tax information. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.Advise others on financial matters. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.Verify accuracy of records. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.Update professional knowledge. Calculate form preparation fees according to return complexity and processing time required.Calculate tax information. Answer questions and provide future tax planning to clients.Develop financial plans for clients.Correspond with customers to answer questions or resolve complaints. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.Examine financial records. Explain federal and state tax laws to individuals and companies.Explain regulations, policies, or procedures.

Executive Assistant — Performs administrative duties for executive management. Responsibilities may include screening calls; managing calendars; making travel, meeting and event arrangements; preparing reports and financial data; training and supervising other support staff; and customer relations. Requires strong computer and Internet research skills, flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of internal management and staff, outside clients and vendors. Sensitivity to confidential matters may be required.