Tax Administrative Assistant (Finance)

Tax Administrative Assistant

Key Responsibilities of Tax Administrative Assistant

The ideal candidate will possess strong organizational skills, impeccable attention to detail, and the ability to handle confidential information with discretion. This role requires a proactive and resourceful individual who can anticipate the needs of executives and effectively manage multiple priorities in a fast-paced environment.

• Provide administrative support to tax professionals, including managing calendars, scheduling appointments, and coordinating meetings.
• Assist with tax return assembly and processing, including organizing client documents, preparing engagement letters, and tracking filing deadlines.
• Organize, scan, and process tax-related paperwork efficiently.
• Perform electronic document scanning and ensure proper archiving.
• Manage the scan and autoflow process for client documents used by tax preparers.
• Manage the mail for incoming client documents that have to be scanned and logged.
• Greet clients and review tax documents from clients who visit the office and drop off documents.
• Update tax projects to ensure a streamlined process for the tax department.
• File documents for Tax Team
• Assist Tax Staff with appointments.
• Maintain electronic and physical filing systems to ensure accurate and timely documentation of client records and correspondence.
• Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email.
• Collaborate with team members to ensure smooth workflow and efficient completion of tasks.
• Assist with special projects and other duties as assigned by supervisors.
• Process all certified and FedEx mailings to clients regarding tax documents.
• Handle IRS correspondence as necessary.
• Assist with various administrative tasks, including preparing and managing lunch for staff when required.
• Provide support to the Business Owner (CFO) as needed.
• Serve as a backup to the Front Desk Administrator and Tax Team Lean when required.

Experience & Education

• Exceptional client service with a demonstrated ability to develop and maintain outstanding client relationships is expected.
• Strong knowledge and experience using Google Docs.
• Deadline-Oriented: Comfortable working in a fast-paced, deadline-driven environment, particularly during tax season.
• Tax Experience: 1-3 years of experience in tax-related roles, especially during tax season, is preferred but not required.
• Effective Communication: Strong interpersonal skills to collaborate with individuals at all organizational levels.
• Strong organizational skills and attention to detail, with the ability to prioritize and manage multiple tasks effectively.
• Excellent communication skills, both verbal and written, with a professional and courteous demeanor.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Team player with a positive attitude and willingness to assist colleagues as needed.
• Familiarity with tax terminology and procedures is desirable but not required.

If you are a motivated and organized professional looking to start or advance your career in a dynamic Tax Firm, we encourage you to apply for the Tax Administrative Assistant position. Please submit your resume and cover letter outlining your qualifications and interest in the role.