Seasonal Administrative Assistant

The Seasonal Administrative Assistant (January 2026 - April 2026) supports the daily operations of our offices during the traditional tax season and plays a vital part in delivering high-quality service to both external clients and internal staff. The position requires regular use of systems such as GoFileRoom, Firmflow, CCH Axcess Tax, Scan & Autoflow, Safesend, and Suralink to manage documents, monitor return status, and update client records. In addition to these key responsibilities, this position also requires managing communications and maintaining confidentiality and professionalism in all interactions.

Seasonal Administrative Assistant – Tax : Specific duties

• Process tax returns through print and assembly of paper extensions and batch extending returns
• Ensuring necessary documents are stored in GoFileRoom and updating workflows in Firmflow
• Utilize scan and autoflow for 1040 and 1041 returns to organize client documents, load documents to Autoflow for processing and validate returns
• Utilize Firmflow to manage due dates, keeping the information in workflows accurate ensuring a workflow exists for every client & return that is processed
• Utilize Suralink for client requests and distribution of organizers
• Provide extended support to the Tax Practice during peak periods, which may include working evenings and weekends as required

Knowledge, Skills, and Abilities

Requirements

Education :

Experience :

Travel :