Tax Administrative Assistant

TaxRise•Irvine, CA

1d•Onsite

About The Position

The Tax Administrative Assistant supports a team of Tax Preparers and Tax Coordinators by facilitating the submission of tax returns, monitoring e-file status, and maintaining accurate case documentation within the CRM. This role is critical to ensuring returns are completed accurately, submitted on time, and handled with the highest level of confidentiality. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced, collaborative environment. This role is 100% on-site.

Requirements

1–2 years of experience providing administrative, processing, or operational support in a tax, accounting, or similar environment preferred.
Strong attention to detail with a commitment to accuracy in data entry and document management.
Ability to handle confidential information with discretion and integrity.
Excellent written and verbal communication skills.
Ability to work independently while also contributing effectively within a team.
Strong organizational skills with the ability to manage competing priorities.
Self-motivated with a proactive and positive approach to work.
Professional demeanor with the ability to interact effectively with employees at all levels.
Proficiency in Microsoft Office Suite, Excel, Google Workspace, Calendly, and internal communication tools.

Responsibilities

Maintain strict confidentiality of sensitive client financial and tax information.
Assist with entering client data into tax preparation and e-filing software to ensure accuracy.
Review client documentation to confirm all required materials are received prior to filing.
Verify tax returns for completeness, accuracy, and required signatures before submission.
Oversee and monitor the e-filing process to ensure successful transmission to IRS and state agencies.
Track submitted tax returns and maintain detailed records of e-file status.
Organize and maintain signed tax returns and supporting documents according to company standards.
Update CRM case notes accurately to reflect submission status and important updates.
Collaborate closely with Tax Preparers and Tax Coordinators to support workflow and meet deadlines.
Balance multiple priorities in a fast-paced environment while maintaining attention to detail.
Perform additional duties and responsibilities as assigned.