Job Summary
We are seeking a dependable and detail-oriented Administrative Assistant to support our tax operations team. This role is essential to the successful execution of tax season activities, including e-filing support, client communication, document management, and scheduling. The ideal candidate is experienced working with confidential information, managing high volumes of documents, and supporting multiple accountants in a fast-paced, deadline-driven environment.
Key Responsibilities
- Support the e-filing of federal and state tax returns.
- Contact clients to follow up on missing information, signatures, and e-file authorizations.
- Download, track, and organize all e-file authorization forms.
- Assist with outbound client calls and document retrieval.
- Scan, upload, and organize tax-related documents post–tax season.
- Maintain accurate and well-organized digital filing systems.
- Coordinate and schedule client calls and appointments for a team of accountants.
- Office calendar support and schedule/order office lunches.
- Provide administrative support during peak tax season and throughout the year.
- Participate in off-season training to support more complex tax administrative tasks.
Key Requirements
- High school diploma or equivalent required
- 2–5 years of administrative experience in a professional confidential environment
- 2+ years of Excel skills, including data entry and spreadsheet management
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Experience handling confidential and sensitive information
- Comfortable with frequent phone work and direct client communication
- Strong attention to detail and organizational skills
Preferred Requirements
- Experience in a tax, accounting, or law firm environment
- Familiarity with tax software, e-filing platforms, or document management systems
Pay: $28.00 - $30.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
