Administrative Assistant

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.

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.
• Handle incoming client calls, answer questions, and assist them with navigating our portal.
• Download, track, and organize all e-file authorization forms.
• Affiliate 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.
• Cook up and schedule client calls and appointments for a team of accountants.
• Provide administrative support during peak tax season and throughout the year.
• Cook up and schedule client calls and appointments for a team of accountants.
• Participate in off-season training to support more complex tax administrative tasks.

Key Requirements

• A 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.