Tax Administrative Assistant

Aston Carter•Olathe, KS

17d•$45,000 - $50,000•Onsite

About The Position

The Tax Administrative Assistant will be responsible for a variety of clerical tasks, project tracking, calendar management, and data entry activities to ensure the smooth operation of our tax services department.

Requirements

2+ years of administrative experience, must be in a tax or accounting environment
Associates Degree or equivalent experience
Strong attention to detail and accuracy

Nice To Haves

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.