Part-Time Tax Administrative Assistant

Henssler Financial•Kennesaw, GA

14h•Onsite

About The Position

We are seeking a highly organized and detail-oriented Part-Time Tax Administrative Assistant to provide administrative and operational support to our tax professionals. This role plays a key part in delivering a smooth, efficient, and client-focused tax experience. The ideal candidate brings exceptional organizational skills, strong attention to detail, and the ability to handle confidential information with discretion. This is an excellent opportunity for a proactive, resourceful individual who enjoys supporting a collaborative, fast-paced team.

Requirements

Prior administrative experience preferred, ideally in a tax, accounting, or financial services environment
Strong organizational and time management skills with the ability to multitask
Excellent attention to detail and accuracy
Professional communication skills (written and verbal)
Proficiency in Microsoft Office; experience with document management systems is a plus
Ability to manage sensitive information with discretion
Dependable, proactive, and team-oriented

Responsibilities

Handle daily mail, including receiving, scanning, logging, and distributing client tax documents
Coordinate document requests and follow up with clients regarding missing information
Prepare and deliver contracts, proposals, and engagement letters
Provide administrative support to tax professionals, including calendar management, scheduling, and meeting coordination
Assist with special projects and general administrative tasks as needed
Support tax return assembly and processing by organizing client documentation and maintaining accurate records
Organize, scan, and process tax-related paperwork efficiently and accurately
Manage incoming and outgoing client documentation
Maintain organized digital and physical filing systems
Respond to client inquiries professionally and promptly via phone, email, and in person
Track filing deadlines and monitor workflow to ensure timely completion of tax returns
Uphold a high standard of customer service and confidentiality in all interactions