Tax Administrative Assistant

Cerity Partners-posted 4 days ago
Full-time • Entry Level
Los Angeles, CA
501-1,000 employees
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The Tax Administrator Assistant provides essential clerical and administrative support to the Tax Administrator. This position is responsible for managing the flow of client documents, assembling tax returns, maintaining incoming files, and ensuring the smooth operation of the office, particularly during the busy tax filing seasons. The assistant must handle confidential information with discretion and maintain a high level of accuracy and efficiency.

  • Tax Return Assembly: Assemble and process completed tax returns (federal, state, and local), including printing, binding, ensuring all signature pages and e-file authorizations are included. Coordinate the mailing and delivery of final tax packages to clients via mail, courier, or secure electronic portals.
  • Data Entry & Systems: Monitoring various portals for signed consent forms i.e. Lacerte E-Signature Dashboard, Docusign, SafeSend, etc. Prepare and update client engagement letters and administrative correspondence.
  • Administrative Support: Support the Tax Department's daily functions by performing essential administrative duties. Responsibilities will include managing documentation, assisting with scheduling, organizing electronic and physical files, and executing time-sensitive ad hoc tasks as directed by the tax administrators.
  • Document Processing & Filing: Organize, scan, and electronically file client source documents (e.g., W-2s, 1099s, bank statements) into the document management system. Maintain and archive both physical and electronic client files, ensuring quick retrieval and adherence to retention policies.
  • Education: Bachelor’s degree preferred, Associate’s degree with at least 5 years of working experience is acceptable.
  • Experience: 3-5 years of experience in an office, clerical, or administrative support role, preferably in tax/accounting or a professional service setting.
  • Technical Proficiency: Solid command of Microsoft Office Suite (Word, Excel, Outlook) and experience with electronic file management.
  • Communication: Excellent verbal and written communication skills for professional interaction with clients and staff.
  • Core Competencies: Demonstrated ability to be highly organized, detail-oriented, and capable of handling confidential information with integrity.
  • Familiarity with tax-specific software (e.g., Lacerte, SafeSend, CCH software) is a plus.
  • Ability to work extended hours during peak tax season deadlines.
  • Health, dental, and vision insurance – day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits
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