Tax Administrative Assistant

Ascend Partner Firms • Tampa, FL

1d • Onsite

About The Position

Ascend, backed by private equity from Alpine Investors, is building a dynamic platform for regional accounting firms. Ascend provides resources for growth, talent acquisition, quality management, technology, AI tools, shared services, and more. Saltmarsh is seeking an organized, detail-oriented, and welcoming Tax Administrative Specialist to join their team. This position will support the operational and administrative needs of the Tax Practice Area, reporting to the Practice Area Manager. The role involves assisting with client onboarding, document management, scheduling, and billing coordination to ensure exceptional client service and smooth workflow execution. This is a role for a detail-oriented, proactive professional who thrives in a collaborative environment and is passionate about delivering high-quality administrative support. Saltmarsh emphasizes legendary client service and invests in relationships with clients and colleagues, fostering a culture of teamwork and growth.

Requirements

• 2+ years of experience working in an accounting firm, particularly tax administration.
• Competent computer skills including word processing and spreadsheets, as well as databases and customer database systems.
• Intermediate to advanced Microsoft Excel skills.
• Time management skills and ability to meet deadlines.
• Strong organizational skills and ability to multitask.
• Proven ability to handle confidential information with discretion.
• Experience in a fast-paced work environment, readily adapting to continually changing priorities & deadlines.
• Available to work additional hours when necessary during tax season (OT rate will apply).
• Proficiency in Microsoft Office Suite.

Nice To Haves

• Knowledge of CCH ProSystem or Axcess and Document a plus

Responsibilities

• Support Client Onboarding: Ensure accurate setup in CCH Axcess with complete required fields (e.g., email, engagement details).
• Help with document collection, upfronting, scanning, and final delivery of tax engagements.
• Coordinate sign-off and delivery processes for client deliverables.
• Assist with Client Support: Help tax professionals with client communications and document preparation.
• Support scheduling and coordination of client meetings, ensuring all necessary documentation is prepared in advance.
• Direct client inquiries and provide timely responses to maintain client satisfaction.
• Manage client meeting preparation and ad-hoc engagement needs.
• Manage Tax Return Delivery & Compliance: Ensure timely delivery of tax returns via Safesend, binding, mail, and e-filing.
• Execute Administrative Coordination: Perform general administrative duties, including data entry, filing, scanning, and backup receptionist coverage during breaks.
• Support the Practice Area Manager in departmental initiatives and priorities.
• Organize and maintain accurate client records in firm systems.
• Support data collection, document scanning, and client follow-ups for tax engagements.

Benefits

• Paid time off
• 12 firm paid holidays
• Professional development opportunities, including training and certifications
• Leadership opportunities
• Major medical, dental, and vision insurance
• Employer-paid life insurance
• Long-term disability coverage
• 401(k) with profit sharing
• Equity program for Senior Managers+ and top performing Managers

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed