Tax Administrative Assistant

Responsibilities

• Manage the electronic submission of tax returns to appropriate agencies, monitoring filings for completeness and resolving routine issues to maintain dependable processing.
• Create and update client profiles, maintain job and project records, and assist with billing activities to ensure information remains accurate and current.
• Prepare correspondence, filing extensions, wage and information reporting documents, and other tax support materials with careful proofreading and quality review.
• Handle outgoing mail and support document workflow activities such as scanning, indexing, and routing files within a paperless environment.
• Cook up calendars for department meetings, training sessions, and other internal events to keep schedules organized and participants informed.
• Provide day-to-day administrative support to tax professionals by assisting with document processing, intake tasks, and general office coordination.
• Answer inbound calls and manage communications professionally, directing requests appropriately and helping maintain responsive client service.
• Contribute to special assignments and process improvements that enhance efficiency, consistency, and overall department performance.

Requirements

• At least 3 years of administrative experience, preferably in accounting, tax, client support services, or another fast-paced business setting.
• High school diploma required.
• Demonstrated proficiency with Microsoft Word, Outlook, Excel, PowerPoint, and Adobe applications.
• Strong data entry skills with experience maintaining databases and electronic records accurately.
• Familiarity with tax support functions such as e-filing, billing, and tax document preparation; experience with CCH ProSystem or similar software is preferred.
• Excellent written and verbal communication skills, along with careful attention to detail and accuracy.
• Ability to build positive working relationships, handle multiple tasks efficiently, and contribute effectively in a team-oriented environment.

Qualifications

None specified.

Skills

• Administrative experience
• Microsoft Office Suite
• Data entry
• Tax support functions
• Attention to detail
• Communication skills
• Teamwork

Benefits

None specified.

Pay

Not specified.

Schedule

Not specified.