Tax Administrative Assistant

Position Responsibilities

• Prepare, manage, and distribute client documents and communications, ensuring personalization, accurate tracking, and proper recordkeeping; maintain and update client databases.
• Support client onboarding by collecting and reviewing documentation, setting up records in firm systems, and completing necessary approvals.
• Prepare and review tax and audit/assurance assemblies; administer client e-file submissions, monitor status, and maintain related records.
• Cookout and track progress of outsourcing by sending client documents to external teams and maintaining records.
• Aid with billing tasks and provide general operational support, including overflow work, special projects, and administrative tasks to ensure smooth firm operations.
• Train new team members in administrative processes, as needed.

Requirements

• 2+ years of administrative experience in a professional services or accounting firm preferred.
• Experience with professional services or firm management software is a plus; candidates should be able to quickly adapt to new tools and systems.
• Advanced Microsoft Excel skills, including formulas, pivot tables, and data analysis as well as strong proficiency in Word and DocuSign.
• Familiarity with time entry systems, billing platforms, and client portals.
• Excellent organizational and multitasking abilities, strong communication skills, with keen attention to detail.
• Ability to manage multiple priorities and deadlines with accuracy and professionalism.