Tax Administrative Assistant
About The Position
The Tax Administrative Assistant provides administrative support to partners, managers, and assigned teams. The role coordinates meetings, schedules, travel, and other administrative activities, and assists with client and department support, including organizing income client information, processing tax returns, reviewing and issuing final deliverables, and communicating with clients. The position also supports office operations through mail processing, front desk coverage, answering phones, occasional office errands, office event administration, supply management, and client service. The assistant collaborates with the administrative team to meet deadlines, complete assigned projects on time, and provide in-office coverage during business hours. The role requires accuracy, confidentiality, professionalism, regular and predictable attendance, and the ability to manage multiple priorities. The assistant may take on special projects and additional responsibilities as requested.
Requirements
- High school diploma.
- Two years of administrative support experience; experience in a professional services or accounting firm is preferred.
- Ability to thrive in a high-volume, fast-paced work environment.
- Ability to prioritize and organize work to complete tasks of an immediate nature.
- Maintain high professional standards and strict client confidentiality.
- Proficiency in Microsoft Excel, Word, Outlook, DocuSign, Teams, and Adobe Acrobat.
- Strong attention to detail and verbal and written communication skills.
- Ability to collaborate as part of a team and work independently with limited supervision.
- Willingness to work overtime as needed.
- Ability to meet physical demands, including prolonged standing and sitting, some bending, stooping, and stretching, and lifting up to 20 pounds.
- Must be authorized to work in the United States now or in the future without visa sponsorship.
Nice To Haves
- Administrative support experience in a professional services or accounting firm.
Responsibilities
- Provide administrative support to partners, managers, and assigned teams.
- Coordinate meetings, schedules, travel, and other administrative activities.
- Organize income client information and assist with tax return processing, review, and issuance of final deliverables.
- Provide correspondence and support to clients and departments.
- Process mail, cover the front desk, answer phones, run occasional office errands, administer office events, manage supplies, and provide client service.
- Collaborate with the administrative team to meet deadlines and complete assigned projects on time.
- Provide in-office coverage during business hours.
- Maintain accuracy, confidentiality, professionalism, and regular, predictable attendance while managing multiple priorities.
- Take on special projects and additional responsibilities as requested.
- Perform other duties as assigned.
Benefits
- Generous paid time off.
- Comprehensive medical, dental, and vision insurance.
- 401(k) profit sharing.
- Life and disability insurance.
- Lifestyle spending account.
- Certification incentives.
- Education assistance.
- Referral program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
