Tax Administrative Assistant

Eide Bailly LLP•Norman, OK

10h•Onsite

About The Position

Eide Bailly LLP is seeking a Tax Administrative Assistant to provide administrative support to the tax department in their Oklahoma offices. This role is crucial for ensuring efficiency, organization, and excellent client service. The assistant will be responsible for various administrative tasks, including engagement setup, document preparation, database maintenance, tax return processing, and supporting team members. The position requires a high school diploma, strong administrative experience, and proficiency in various software applications. The company emphasizes a collaborative culture, opportunities for growth, and comprehensive benefits.

Requirements

High school diploma
3+ years of administrative support experience
Comfortable working in a fast‑paced, high‑volume environment, especially during busy seasons.
Highly organized, detail‑oriented, and able to manage multiple priorities.
Professional, discreet, and committed to maintaining client confidentiality.
Able to work independently with minimal supervision.
Comfortable using technology and learning new systems.
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.
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.
Strong written and verbal communication skills.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Prolonged standing and sitting, some bending, stooping, and stretching.
Ability to lift 20 lbs.

Nice To Haves

Public accounting experience is a plus.
Familiarity with CCH Access Tax, Document, CCH Engagement and experience with Autoflow and Microsoft CRM (Springboard), a plus.

Responsibilities

Support engagement setup and administration, including assisting with Master Service Agreements (MSAs) and Statements of Work (SOWs) for all Oklahoma offices.
Prepare, proofread, and format correspondence and client documents.
Maintain accurate databases and reports, including new client setup, project tracking, and due date reporting.
Process and assemble tax returns, extensions, e‑filings, and tax organizers.
Provide administrative support to the tax department to support efficiency, organization, and client service.
Collaborate with team members to provide backup and overflow support as needed.
Communicate professionally with partners, managers, and staff.
Utilize tax and accounting software to complete a wide range of administrative tasks.
Assist with special projects and other administrative duties as assigned.
Follow training guides, asking appropriate questions when clarification is needed.
Provide backup support to the front desk and other departments when needed.
Maintain regular, predictable in‑office attendance and meet established deadlines.