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Tax Assistant – Full Time 40 hours per week, Seasonal

General Summary

Brighton Securities, an independent financial services firm, is looking for a Tax Assistant to work in the Rochester office near 12 Corners in Brighton. Seasonal position (January thru April) in a busy income tax office. Candidate must have organizational skills and be detail oriented. Duties include maintaining client files, scanning and organizing documents, assembling and processing tax returns, setting up new client accounts in tax system and tracking status of work in progress.

Select Responsibilities

  • The majority of the Tax Coordinator's time will be spent on reviewing/organizing phone calls and emails coming into the tax department.

  • Set up and maintain client accounts.

  • Gather, organize, and follow-up on client data.
  • Support the Director of Tax Services by tracking progress on returns and researching assigned tax issues.
  • Protects client data by keeping information confidential.

  • Other projects and responsibilities may be added at the company's discretion.

Knowledge, Skills & Attributes

High School diploma or GED. Familiar with MS Office. Ability to learn tax software and enter data accurately.

Ideal candidate would have experience in an office setting and possess strong project management skills.

Additional Information (Travel required, physical requirements, on-call schedules)

  • Tax season may require extended work hours.
  • These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the Tax professional’s job. Reasonable accommodation can be made to enable people with disabilities to perform the described essential functions of the Tax professional’s job.
  • While performing the responsibilities of the Tax Professional, the employee is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard. The employee is occasionally required to stand, walk, and reach with arms and hands, and to stoop, kneel, crouch or crawl. The employee is seldom required to climb or balance. Vision abilities required by this job include close vision. The employee must be able to lift 10 lbs.
  • While performing the duties of this job, the noise level in the work environment is usually quiet to moderate.
Brighton Securities

About Brighton Securities:

Brighton Securities is a local, independently owned stock brokerage and financial services firm that was established in 1969. For over forty years, we have worked with thousands of clients and are delighted by the number of our clients' children and even grandchildren who choose Brighton Securities for their financial needs.

For all our investors, both individuals and corporations, we offer the full complement of financial services and products. Our focus is on building financial programs that serve the unique needs of each client.

Brighton Securities has its 50th anniversary to celebrate this year — and we will do it as the No. 1 small employer on the Rochester, NY 2019 Top Workplaces list. A link to the top workplace article can be found here -

Company website:

Company address: 1703 Monroe Ave, Rochester, NY 14618

Posted date: 12 days ago

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