Who We Are?
The CJ Group is one of Texas’s largest local CPA and Advisory firms. We are based in the Dallas-Fort Worth Metroplex with offices in Frisco (Hall Park) and Fort Worth (Downtown). As a large local firm with the sophistication, training, and network of a regional or national firm, we prove that bigger is not always better. Come be a part of what makes us special and watch your career flourish!
As a firm, we are focused on providing our team members with Growth, Opportunity, and Community.
We want to walk alongside our team members on their journey to achieve their professional goals. We will be there as our team members learn new skills or sharpen existing skills providing guidance, mentorship and investing in the growth of our firm through the growth of our team members.
Our firm’s growth year after year has given our team members ample career development opportunities. As a firm, we embrace the apprenticeship nature of public accounting and understand that seeing and doing is how our team members best develop technically and as leaders.
It’s our firm’s culture to embrace each opportunity to improve ourselves and fellow team members. Not only do we seek to have a positive impact on our local community, but to have a firm culture that promotes a sense of community within our firm. Our culture prioritizes autonomy, effective communication, trust, cooperation, and, most importantly: a shared sense of purpose.
What’s the Opportunity?
The Tax Administrative Assistant plays a critical support role within the Tax Department by assisting the Tax Administrative Director and department leadership with the coordination, tracking, and processing of tax engagements. This position ensures the smooth flow of tax return data, maintains organization across multiple workflows, and delivers a high level of service to both internal teams and external clients.
This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced public accounting environment.
What Will I Be Doing?
Tax Return Processing & Workflow Support
· Assist with the intake, organization, and tracking of client tax documents
· Assemble tax returns and tax documents for processing through internal workflow systems
· Monitor the status of tax returns and ensure deadlines are met
· Coordinate e-file processes, including assembling and reviewing required documentation
· Support extension processing and tracking
· Maintain accurate records of tax return statuses and client deliverables
Administrative & Operational Support
· Provide day-to-day support to the Tax Administrative Director
· Assist in managing tax season workflows, including routing work and tracking progress
· Update and maintain client information in tax and practice management systems
· Ensure compliance with firm processes, standards, and deadlines
· Assist in identifying and implementing process improvements to increase efficiency
Client Communication & Service
· Serve as a point of contact for clients regarding document requests, return status updates, and general inquiries
· Communicate professionally and clearly with clients via phone and email
· Assist in delivering completed tax returns and supporting documentation to clients
· Support client onboarding and document collection processes
· Communication with clients on a daily basis regarding information requests
Document Management
· Organize and maintain digital and physical client files
· Scan, upload, and index client documents in accordance with firm standards
· Ensure proper naming conventions and secure storage of sensitive information
· Assist with preparation and tracking of engagement letters
Other Responsibilities
- Renewing and monitoring all professional staff personal tax identification numbers
- Coordinating tax organizers and related supply preparations; creating, mailing, processing, scanning, validating and linking to tax returns and performing autoflow for tax returns
- Assist with serving as a backup on phones and front desk, when needed
- Other responsibilities as required
What Skill Are You Looking For?
· Previous experience in a public accounting firm or professional services environment
· Working knowledge of tax return processing and workflows, preferred
· Strong proficiency with Microsoft Office (Excel, Outlook, Word); experience with tax software and practice management systems preferred
· Comfortable interacting directly with clients in a professional setting
· Excellent written and verbal communication skills
· Highly organized with strong attention to detail
· Ability to manage multiple priorities and meet deadlines in a fast-paced environment
· Strong problem-solving skills and proactive mindset
· Team-oriented with a willingness to support others as needed
Why Should I Apply?
- Comprehensive Medical, Dental and Vision Insurance
- Generous PTO
- 401(k)
- Paid Parental Leave
- CPA Exam Passing Bonus & Reimbursement for Exam Fees
- Flexible Work Arrangements
- Employee Bonuses
- Employee Referral Bonus Program
- Cell Phone Allowance
- Holiday Pay
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Tuition reimbursement
- Vision insurance
Work Location: In person
