NOTE: Interested candidates should send their resumes to David LePage in the UMD Career Development Cneter. Here is what David says: "Please get your resumes to me for consideration by Friday Nov 16th, 2012. The resumes will then be forwarded to EPT for review and candidates will be notified via email or phone. Interviews begin immediately after Thanksgiving."
David's address is: dlepage1@umassd.edu
Company Information
E. P. Tremblay And Associates, Inc. is a family owned/operated firm located in Somerset, MA that provides Insurance, Real Estate, Bookkeeping, Payroll and Income Tax preparation services to individuals and small businesses in Southeastern MA and RI.
The Tax Practice serves 500+ clients and has a staff of 9-10 individuals most of whom are seasonal. E.P. Tremblay is a commercial tax preparation firm much like an HR Block or Jackson Hewitt type firm.
Our Tax Software is Thomson/Reuters Ultra Tax for Windows
Job Description (Part Time Morning Hours)
The person filling this position should have basic to intermediate knowledge of Federal, MA & RI tax laws as they pertain to individual taxpayers including those who operate small businesses and/or own rental property.
Intermediate to advanced computer skills are required.
The daily tasks of the job are receiving tax information from clients, setting up files, logging information in the client status logs, completing data input sheets, contacting clients regarding missing data, data entry into the tax preparation software, compiling tax returns, helping clients who are picking up returns, handling efile transmissions and acknowledgements.
Training will include “Tele-training” in Ultra-tax Software provided by Thomson/Reuters, in-house tax law updates, and in-house preparation of sample returns with previous year’s data & software & one on one live work training.
