Tax Administrative Assistant (Seasonal)

OUCU Financial • Athens, OH

63d

About The Position

OUCU Financial is seeking a detail-oriented and reliable Seasonal Tax Administrative Assistant to support our tax team during the busy tax season. This role is ideal for someone who thrives in a fast-paced environment and enjoys administrative work with a focus on accuracy and confidentiality.

Requirements

• High school diploma or equivalent.
• Previous experience in an office environment and providing customer service required.
• Knowledge of tax services strongly preferred.
• This is a full-time, seasonal position from mid-January to mid-April.

Nice To Haves

• Knowledge of tax services strongly preferred.

Responsibilities

• Answers phone calls and responds to emails from current and potential tax clients. Provides information on how to navigate the process of our tax services.
• Creates and maintains workflows for clients who submit tax documents electronically. Ensures all documents are present.
• Contacts clients to obtain any missing tax information or documents.
• Manages electronic packaging queue to ensure completed returns are sent to tax clients to electronically sign.
• Schedules appointments for tax staff and provides other administrative support as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 11-50 employees