Seasonal Tax Administrative Assistant - 2026

RKL•Reading, PA

14d•$20 - $25

About The Position

The Tax Administrative Assistant provides overall administrative support to the Tax service line and is responsible for organizing and preparing necessary documents for accountants as needed. They ensure tax returns, forms/reports, and various letters adhere to firm standards according to policies and procedures in place. Success Factors Responsibilities Responsible for tax processing (print and assemble of Corporations, Partnerships Individuals, Payroll, Non-Profit, Financial Institutions tax documentation, and more), scanning tax documents, and ensuring processes and firm standards are met Prepare organizers for distribution to clients Process engagement letters and other client-related documents Ensure all tax returns are processed in a timely manner and ensure that the due dates are met Electronically track and save returns according to firm guidelines Assist staff with office activities including typing, faxing, scanning, copying, communication with clients on a needed basis, scheduling travel, etc. Provide back up for front desk, including mail handling and UPS packages, and greet clients in a professional manner Provide exceptional customer service both internally and externally Work collaboratively to provide support to other team members in the firm Other duties as assigned, may be crossed trained People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Excellent organization skills and strong attention to detail
Multi-tasker with the ability to prioritize work accordingly
Excellent verbal and written communication skills
Ability to work autonomously under the pressure of tight deadlines and multiple priorities
2+ years’ experience in an administrative function
Knowledge of general office methods and procedures, filing, telephone support, scanning and office equipment
Ability to format information as requested in Excel, Word and PowerPoint and leverage internal systems
Excellent attention to detail and deadlines with the ability to manage multiple projects at once
Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
Must be able to remain in a stationary position as needed
The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
Vision abilities required include close vision, distance vision and the ability to adjust focus.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
Ability to communicate in a professional manner and exchange information with internal and external actors as needed
Ability to lift/carry up to 20 pounds
Ability to work outside of normal business hours and weekends as needed
Ability to travel to local and non-local clients and events as needed, overnight travel may be required

Nice To Haves

Prior tax processing or professional services industry knowledge preferred

Responsibilities

Responsible for tax processing (print and assemble of Corporations, Partnerships Individuals, Payroll, Non-Profit, Financial Institutions tax documentation, and more), scanning tax documents, and ensuring processes and firm standards are met
Prepare organizers for distribution to clients
Process engagement letters and other client-related documents
Ensure all tax returns are processed in a timely manner and ensure that the due dates are met
Electronically track and save returns according to firm guidelines
Assist staff with office activities including typing, faxing, scanning, copying, communication with clients on a needed basis, scheduling travel, etc.
Provide back up for front desk, including mail handling and UPS packages, and greet clients in a professional manner
Provide exceptional customer service both internally and externally
Work collaboratively to provide support to other team members in the firm
Other duties as assigned, may be crossed trained
Take initiative to be a team lead (proactively seek opportunities to help others)
Treat everyone with respect
Develop loyalty and trust within the team
Successfully adapt to different personalities and working styles
Proactively and effectively communicate information regarding status issues to team members
Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions
Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success