Tax Administrative Assistant (Document & Client Support)

About the role

Document Managers provide administrative assistance to internal team members and clients by collecting, processing, and preparing documents for tax returns and other projects.

Responsibilities

• Provide administrative support including organizing, scanning, filing, assembling, and delivering paperwork for clients
• Maintain accurate client records and update systems accordingly with changes
• Support workflow of projects including submitting tax returns, extensions, e-filings, tracking due dates, and delivering on sensitive deadlines
• Assist clients with requested information, delivery of documents and payments, and general inquiries
• Assist with preparation of paperwork and delivery of tax returns to clients
• Assist other administrative team members with tasks including acting as backup for front desk receptionist

Qualifications

• Comfortable working daily on computers and in Microsoft Office products including Excel, Word, and Outlook
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person
• Strong attention to detail and accuracy
• Ability to provide the utmost confidentiality for client and company data
• Previous experience in a related document manager or administrative support role highly desired
• Understanding of and experience working with financial and/or tax documents highly desired

Benefits

• Competitive medical, dental, and vision insurance plans
• FSA/HSA account options
• Paid Time Off (PTO)
• 401k employer matching program to save for retirement
• Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness
• Bonuses for helping with business development leads
• Incredible potential for upward mobility and career growth

Schedule

This role supports our office hours of Monday-Friday 8a-5p. The role will typically work an 8.5 hour shift with a 30 minute lunch break each day. Generally overtime is not expected outside of tax season. During the January-April tax season, this role does work overtime that may include Saturday mornings allowing for some extra income with overtime hours. May-September the office closes at noon on Fridays for summer hours.