Tax Administrative Assistant

Eide Bailly LLP•Solana Beach, CA

11d•Onsite

About The Position

Provide operational administrative support to the tax department that optimizes efficiency, organization, and client satisfaction. This role involves processing and assembling tax returns, extensions, e-filings, and tax organizers. The assistant will also prepare, send, and track tax engagement letters, and prepare correspondence, proofreading and formatting documents. Maintaining databases, new client setup, spreadsheets, project tracking, and due date reports to be current and accurate is also a key function. The position requires working collaboratively to provide overflow and backup support for other team members, and the ability to professionally interact and effectively communicate with partners, managers, and staff. The ideal candidate will be a positive influence for the administrative team and the tax department, and perform other duties as assigned by the Department Head and Manager. Utilizing tax and accounting software is essential for completing a wide range of tasks. Regular and predictable attendance in the office is required, along with the ability to multi-task and meet deadlines. The role is open to new challenges and assisting with special projects as requested, and may involve running office errands when necessary. The position requires the ability to work overtime and Saturdays during the busy tax filing periods.

Requirements

Thrive in a high-volume, fast-paced work environment.
Ability to multi-task and meet deadlines.
Hold yourself to the highest professional standards and maintain strict client confidentiality.
Collaborate and be part of a team, but also enjoy working alone with limited supervision.
Flexibility to work additional hours if needed during peak periods of the year.
Embrace technology and have the skills to use computer-based technology to complete different tasks.
Proficient in Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.
Proficient in Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions.
Proficient in DocuSign: including creating, sending, and tracking documents for e-signature.
Proficient in Adobe Acrobat: including creating, editing, and commenting on PDFs.
Proficient in Microsoft Outlook and Teams.
High school diploma.
3+ or more years of experience in administrative support.
Strong written and verbal communication skills.
Prolonged standing and sitting, some bending, stooping, and stretching.
Ability to lift 20 lbs.
Authorized to work in the United States now or in the future without visa sponsorship.

Nice To Haves

Familiarity with CCH Access Tax, Document, CCH Engagement, 1040 Scan.
Experience with Autoflow and Salesforce.
Experience in public accounting administration is a plus.

Responsibilities

Provide operational administrative support to the tax department that optimizes efficiency, organization, and client satisfaction.
Process and assemble tax returns, extensions, e-filings, and tax organizers.
Prepare, send, and track tax engagement letters.
Prepare correspondence, proofread, and format documents.
Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc. to be current and accurate.
Work collaboratively to provide overflow and backup support for other team members.
Professionally interact and effectively communicate with partners, managers, and staff.
Be a positive influence for the administrative team and the tax department.
Perform other duties as assigned by the Department Head and Manager.
Utilize tax and accounting software to complete a wide range of tasks.
Maintain regular and predictable attendance in office.
Demonstrate an ability to multi-task and meet deadlines.
Assist with special projects as requested.
Run office errands when necessary.
Work overtime and Saturdays during the busy tax filing periods.