Tax Administrative Assistant

Tax Administrative Assistant

The ideal candidate will possess strong organizational skills, impeccable attention to detail, and the ability to handle confidential information with discretion. This role requires a proactive and resourceful individual who can anticipate the needs of executives and effectively manage multiple priorities in a fast-paced environment.

Key Responsibilities of Tax Administrative Assistant :

• Provide administrative support to tax professionals, including managing calendars, scheduling appointments, and coordinating meetings.
• Assist with tax return assembly and processing, including organizing client documents, preparing engagement letters, and tracking filing deadlines.
• Organize, scan, and process tax-related paperwork efficiently.
• Perform electronic document scanning and ensure proper archiving.
• Manage the scan and autoflow process for client documents used by tax preparers.
• Manage the mail for incoming client documents that have to be scanned and logged.
• Greet clients and review tax documents from clients who visit the office and drop off documents.
• Update tax projects to ensure a streamlined process for the tax department.
• File documents for Tax Team
• Assist Tax Staff with appointments.
• Maintain electronic and physical filing systems to ensure accurate and timely documentation of client records and correspondence.
• Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email.
• Collaborate with team members to ensure smooth workflow and efficient completion of tasks.
• Assist with special projects and other duties as assigned by supervisors.
• Process all certified and FedEx mailings to clients regarding tax documents.
• Handle IRS correspondence as necessary.
• Assist with various administrative tasks, including preparing and managing lunch for staff when required.
• Provide support to the Business Owner (CFO) as needed.
• Serve as a backup to the Front Desk Administrator and Tax Team Lean when required.

Experience & Education :

If you are a motivated and organized professional looking to start or advance your career in a dynamic tax firm, we encourage you to apply for the Tax Administrative Assistant position. Please submit your resume and cover letter outlining your qualifications and interest in the role.