Tax Administrative Assistant

415 Group•Canton, OH

3d•Onsite

About The Position

At 415 Group, we're more than an accounting firm. We build lasting relationships with our clients and provide exceptional service through collaboration, innovation, and attention to detail. We're looking for a dependable and organized Tax Administrative Assistant to support our tax professionals and help ensure a seamless experience for our clients throughout the tax season and beyond. The Tax Administrative Assistant plays a vital role in supporting our Tax Department by managing administrative processes, organizing client information, and preparing tax returns for delivery. This position is ideal for someone who is highly organized, enjoys working with technology, and takes pride in accuracy and efficiency.

Requirements

High school diploma or equivalent required
Proficiency with Microsoft Office, including Outlook, Word, and Excel
Ability to learn new software and processes quickly

Nice To Haves

Associate's degree or administrative/accounting experience preferred
Previous administrative or office experience preferred
Strong organizational skills and attention to detail
Ability to manage multiple priorities and meet deadlines
Excellent communication and customer service skills
Experience with tax or accounting software is a plus

Responsibilities

Process and prepare completed tax returns for delivery to clients
Download, organize, and upload client tax documents
Set up new clients and new client projects within firm software
Maintain accurate client records and electronic files
Assist with tax return workflow and project tracking
Communicate with team members regarding missing information and project status
Ensure documents are properly organized and securely maintained
Support tax professionals with administrative tasks throughout the year
Perform general administrative duties, including document management and data entry
Help maintain an organized and efficient tax department