Tax Administrative Assistant

Current • Greensboro, NC

10d

About The Position

The Tax Administrative Assistant supports the tax department by managing administrative workflows, document control, and client communications. The role serves as an operational hub for the tax practice, ensuring client deliverables, regulatory filings, and administrative tasks are handled accurately, confidentially, and on deadline, particularly during peak tax seasons. Candidates must live within commuting distance of the Greensboro office to perform physical document processing and administrative duties.

Responsibilities include assembling tax returns and delivery packages; organizing physical and digital source documents; monitoring return workflows and deadlines; submitting electronic filings and helping resolve rejections; administering the secure client portal; responding to client administrative questions; coordinating calendars and appointments; processing departmental billing; preparing correspondence; and assisting with office operations. The position requires strong attention to detail, organization, communication, discretion, and the ability to work in a high-pressure environment.

Requirements

• High school diploma or equivalent.
• Minimum of 2 to 4 years of administrative experience.
• Advanced proficiency in Microsoft Office Suite, specifically Excel, Word, and Outlook.
• Exceptional attention to detail and accuracy in data entry and document review.
• Strong organizational and multitasking skills, including the ability to prioritize competing deadlines in a high-pressure environment.
• Excellent verbal and written communication skills for professional client interaction.
• Strict adherence to confidentiality when handling sensitive financial and personal data.
• Located within commuting distance of the Greensboro office.
• Comfortable using remote collaboration tools and working independently in a home office environment.

Nice To Haves

• Associate’s or Bachelor’s degree in Business Administration, Accounting, or a related field.
• Direct administrative experience in a CPA firm or professional services environment.
• Hands-on experience with public accounting workflow and tax software, such as CCH Axcess, Thomson Reuters UltraTax, GoFileRoom, or ProSystem fx.
• Familiarity with secure file-sharing platforms and digital signature tools such as DocuSign or SafeSend.
• Familiarity with remote collaboration tools such as Microsoft Teams or Zoom.

Responsibilities

• Assemble, format, and package final individual, corporate, partnership, and trust tax returns according to firm standards.
• Scan, index, and organize physical and digital client source documents in the firm's document management system.
• Prepare client tax organizers, engagement letters, and standard tax delivery packages.
• Monitor, track, and update tax-return status in workflow software to help ensure deadlines are met.
• Electronically file federal and state tax returns and extensions.
• Track, log, and resolve e-file rejections or processing errors under the guidance of tax professionals.
• Manage the secure client portal, including client onboarding, login troubleshooting, and secure file transfers.
• Respond to client administrative questions, request missing documents, and provide tax-package delivery updates.
• Schedule client consultations, manage tax department calendars, and coordinate signing appointments.
• Process departmental billing, draft invoices, and track accounts receivable for tax engagements.
• Draft, proofread, and distribute professional correspondence, including IRS and state tax notices and internal memos.
• Support general office operations, including front desk backup on in-office days, mail distribution, and ordering department-specific supplies.

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.
• Professional growth, learning, and development opportunities, including access to Becker and LinkedIn Learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED