Tax Processor/Administrator

Carrie Rikon & Associates•Miami, FL

28d•$80,000•Onsite

About The Position

Miami-based CPA firm seeking a highly organized and detail-oriented Tax Processor/Administrator to join our office. This is an onsite position, 5 days a week, supporting tax partners and accountants in a fast-paced, professional environment. The ideal candidate is proactive, reliable, and has prior experience in a Public Accounting office.

Requirements

At least 4 years of administrative and tax processing experience at a CPA firm or public accounting firm.
Strong communication, organizational, and multitasking skills.
Ability to exercise good judgment, take initiative, and manage multiple priorities.
Proficiency in Microsoft Office Suite (Word, Excel, PDF, Outlook).
Basic knowledge of tax software and practice management programs, including: CCH Programs ProSystem FX Tax Engagement SafeSend Axcess CFS Practice Management
Willingness to travel to the post office, grocery store, and restaurants as needed.
Availability for overtime and weekend work during peak periods.
Team-oriented mindset with a strong ability to collaborate and support colleagues.

Responsibilities

Provide administrative support to Tax Partners, including calendar management and scheduling client meetings (in-person, phone, or virtual).
Process and prepare client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondence.
Communicate with clients regarding documentation requests and general questions.
Assist with general office duties such as ordering supplies, distributing mail, answering phones, scanning, and faxing.
Maintain client databases and support the onboarding of new clients.