Tax Admin Assistant

About the role

Work Location: Spokane (In Office)
Job Type: Full-time
Experience: Administrative or office experience preferred (Tax office experience a plus)
Education: Associate (preferred)

Responsibilities

• Send electronic signature requests to clients for completed tax returns and monitor completion status.
• Electronically file federal and state tax returns prepared by the tax team.
• Monitor and resolve e-file rejections by reviewing errors and coordinating corrections with preparers or clients.
• Send finalized tax documents and related materials to clients securely.
• Track filing statuses to ensure returns are submitted and accepted in a timely manner.
• Maintain accurate records and documentation related to tax filings.
• Affiliate with tax preparers and management with administrative and workflow tasks as needed.
• Maintain strict confidentiality when handling sensitive financial and client information.

Qualifications

• Associate degree preferred; additional education in accounting, finance, or business administration is a plus.
• Prior administrative or office experience required; tax office experience preferred.
• Strong attention to detail and organizational skills.
• Ability to manage multiple tasks and prioritize work in a fast-paced environment.
• Proficiency with Microsoft Office and general office software.
• Strong communication skills and ability to work collaboratively with team members.
• Ability to handle sensitive client information with professionalism and discretion.