Tax Assistant (JP) at Wei, Wei & Co., LLP
Wei, Wei & Co., LLP · Flushing, United States Of America · Onsite
- Junior
- Office in Flushing
The Tax Accounting Assistant provides vital support to the Tax Department by handling a variety of administrative, clerical, and basic accounting tasks. This role requires strong organizational skills, attention to detail, and the ability to prioritize and manage multiple assignments in a fast-paced professional environment. Working closely with supervisors, managers, and partners, the Tax Accounting Assistant helps ensure the smooth and efficient operation of the tax team.
Key Responsibilities
- Assist with processing client payroll, including tracking hours, deductions, and benefits.
- Prepare and submit payroll tax documents for clients, ensuring compliance with federal, state, and local regulations.
- Assist with maintaining accurate financial records and supporting documentation for tax engagements.
- Organize and maintain client tax files, workpapers, and supporting documentation.
- Reconcile accounts, verify financial data, and process adjusting journal entries as needed.
- Support tax staff with preparation of schedules, reports, and workpapers.
- Perform data entry and assist with general ledger maintenance, including accounts payable/receivable and fixed asset schedules.
- Maintain accounting controls by following established policies and complying with federal, state, and local requirements.
- Assist with research projects and special assignments as directed by supervisors or managers.
- Protect sensitive client and firm information by maintaining confidentiality at all times.
- Stay current with professional knowledge through training, reading, and continuing education opportunities.
Skills Knowledge and Expertise
- Basic understanding of accounting principles, journal entries, and reconciliations.
- Familiarity with payroll processes, deductions, and payroll tax concepts.
- Strong attention to detail and accuracy when reviewing financial data.
- Excellent organizational skills with the ability to manage multiple deadlines.
- Proficient in Microsoft Excel, Word, and comfortable learning accounting software (QuickBooks, CCH, etc.).
- Clear written and verbal communication skills.
- Reliable, professional, and maintains strict confidentiality.
- Works well in a team environment and supports colleagues effectively.
- Able to follow established procedures and ensure compliance with regulations.
- Adapts easily during busy periods such as tax season.
- Motivated to learn and grow in accounting, payroll, and tax services.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field (or in progress).
- 0–3 years of accounting, bookkeeping, or payroll experience (internship experience accepted).
- Basic knowledge of payroll and payroll tax reporting preferred.
- Experience with Microsoft Office Suite required; QuickBooks or similar accounting software a plus.
- Strong math and analytical skills.
- Interest in developing a career in public accounting and tax.
