Tax Administrative Assistant

Modern Wealth Management • Lenexa, KS

10h • $45,000 - $50,000 • Onsite

About The Position

The Tax Administrative Assistant provides essential administrative and operational support to the Tax Team, ensuring efficient processing of client documentation and delivery of tax services.

Requirements

• Strong attention to detail and accuracy
• Ability to manage multiple priorities and complete tasks efficiently and on time
• Comfortable working collaboratively with all levels of staff and management
• Ability to work full-time (40–50 hours per week); hours may vary during tax season based on workload
• Self-motivated and able to work independently
• Positive, professional attitude

Nice To Haves

• Minimum two years of experience in tax administration or a similar administrative role within a tax or accounting environment
• Associate degree or equivalent experience (Bachelor’s degree not required)
• Experience with Thomson Reuters tax products and SurePrep is helpful but not required

Responsibilities

• Process tax organizers and distribute them to clients via mail or electronic delivery through the client portal
• Organize and scan original client documents provided for tax return preparation
• Assist with compiling internal data needed for client tax returns
• Print and assemble tax returns for client delivery
• Track and process Form 8879 (IRS e-file Signature Authorizations)
• Maintain projects and data in project tracking software and CRM systems
• Assist clients with the tax portal and electronic signing as needed
• Manage incoming and outgoing client correspondence
• Provide administrative support to the Tax Team
• Offer overflow and backup support to other team members as needed

Benefits

• Medical, dental, vision, and life insurance
• Company-matched 401(k)
• Paid vacation and recognized market holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree