Tax Administrative Associate - Honolulu, HI
About The Position
E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a Tax Administrative Associate to join our growing team! The Tax Administrative Associate provides administrative and operational support to the E.A. Buck Accounting & Tax Services (EABATS) team while delivering exceptional customer service to clients and internal team members. This role supports day-to-day tax operations through scheduling, client communication, document management, tax preparation support, and administrative coordination. The ideal candidate is highly organized, detail-oriented, customer-focused, and comfortable working in a fast-paced professional environment, especially during tax season. This position is primarily based in Honolulu, HI.
Requirements
- High school diploma required
- 2 years of administrative experience preferred, ideally within a tax, accounting, or professional services environment.
- Job offer is contingent upon successful completion of a background investigation and reference checks.
- Strong interpersonal communication and customer service skills.
- Highly organized and detail-oriented.
- Strong analytical and problem-solving skills.
- Advanced computer and data entry skills.
- Self-directed and self-motivated.
- Ability to manage multiple priorities in a fast-paced environment.
- Professional discretion and ability to handle confidential client information appropriately.
Nice To Haves
- Associate’s or Bachelor’s degree preferred.
- Tax, accounting, or financial services environments.
- Administrative support within a professional office setting.
- Client service and appointment coordination.
- CRM systems, tax software, or document management systems.
Responsibilities
- Answer incoming calls, emails, and client inquiries in a professional and timely manner.
- Schedule appointments and coordinate calendars for tax professionals and clients.
- Serve as a primary point of contact for select tax clients and provide exceptional customer service.
- Monitor, organize, and track client workpapers and documentation needed for tax preparation.
- Assist with tax season processes including scanning, assembling, logging, tracking signatures, and delivering tax returns.
- Input and maintain accurate client information within CRM, tax software, and internal systems.
- Coordinate invoice billing, payments, and collection activities.
- Maintain organized files, records, and documentation while ensuring data accuracy and confidentiality.
- Support tax professionals with administrative, operational, and process-related tasks.
- Assist with special projects, internal process improvements, and other administrative duties as assigned.
Benefits
- 100% employer paid health, dental, and vision insurance.
- Eligibility to enroll in health savings account, flexible savings account, and more.
- Paid vacation (PTO) and paid holidays.
- 401k with generous matching.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
