Tax Administrative Specialist

TSA•Buffalo, NY

12d•$55,000 - $65,000

About The Position

As a Tax Administrative Specialist, you will play a critical role in supporting the operational and administrative needs of the Tax Practice Area. Reporting to the Practice Area Manager, you will assist with client onboarding, document management, scheduling, and billing coordination to ensure exceptional client service and smooth workflow execution. This position for a detail-oriented, proactive professional who thrives in a collaborative environment and is passionate about delivering high-quality administrative support.

Requirements

High school diploma or Associate's - Bachelor's degree in Finance, Accounting, Business Administration, or related field.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Strong organizational skills and attention to detail.
Excellent verbal and written communication skills.
Ability to work independently and as part of a team.
Professional demeanor and high level of integrity.

Nice To Haves

Experience in a Certified Public Accounting or tax preparation environment.
Familiarity with Practice Management Systems (e.g., CCH Axcess).
Strong problem-solving skills and ability to manage multiple priorities.

Responsibilities

Client Onboarding: Support client onboarding for the Tax Practice, ensuring 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.
Client Support: Assist tax professionals with client account management, document preparation, and client communications.
Support scheduling and coordination of client meetings, ensuring all necessary documentation is prepared in advance.
Manage client inquiries and provide timely responses to maintain client satisfaction.
Support client meeting preparation and ad-hoc engagement needs.
Tax Return Delivery & Compliance: Ensure timely delivery of tax returns via Safesend, binding, mail, and e-filing.
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