Administrative Assistant - Tax

Current • Pittsburgh, PA

1d

About The Position

The Administrative Assistant supports Cutler Advisors’ tax and accounting team with client onboarding, tax document processing, electronic filing, and client communications. The role maintains organized client records and coordinates document, signature, and filing workflows to help the team meet client needs and tax deadlines.

The position uses firm client-setup, electronic signature, document management, and tax e-filing systems to complete assigned workflows. It maintains current status information for engagement letters, signature requests, outstanding client documents, return delivery, and electronic filings, while following firm procedures for accurate and confidential electronic client records.

The role operates in a professional office environment with regular use of electronic document and workflow systems. During peak tax periods, additional flexibility may be required to meet client and filing deadlines.

Requirements

• Previous experience in a CPA, tax, accounting, or professional services environment.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines and competing priorities.
• Proficiency with Microsoft Office and the ability to learn new software systems.

Nice To Haves

• Familiarity with tax forms and electronic filing processes.

Responsibilities

• Set up new clients and entities in firm systems accurately and efficiently.
• Prepare and process powers of attorney (POAs) and Forms SS-4, 8832, 2553, and 8879.
• Send and track electronic signature requests and follow up on outstanding signatures.
• Process engagement letters and obtain client signatures.
• Process and distribute completed tax returns to clients.
• E-file tax returns, monitor filing status, and resolve administrative filing issues.
• Maintain accurate, organized, and confidential electronic client files.
• Follow up with clients on outstanding documents and provide professional, timely communication to clients and internal team members.
• Maintain current status information for engagement letters, signature requests, outstanding client documents, return delivery, and electronic filings.
• Follow established firm procedures for maintaining accurate and confidential electronic client records.

Benefits

• Health, dental, and vision insurance, with options for fully paid employee-only health and dental coverage.
• Company-paid life insurance and long-term and short-term disability insurance.
• Supplemental life insurance, critical illness, and accident insurance.
• Classic Safe Harbor 401(k) plan with employer contributions.
• Opportunities for professional growth, learning, and development, including access to Becker and LinkedIn Learning.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed