Administrative Assistant

Administrative Assistant – Tax ServicesJoin a stable, professional tax team where your organization, accuracy, and client-service skills truly make an impact. We're looking for a dependable Administrative Assistant to keep our tax operations running smoothly, especially during busy season. In this role, you'll be a key support partner to multiple accountants and a go-to resource for clients as they navigate our process.Position OverviewYou'll help move tax returns from preparation to successful e-filing, keep digital records and documents in top shape, manage busy calendars, and ensure clients get timely, clear communication.

This position is ideal for someone who enjoys working behind the scenes to keep everything coordinated and on schedule.ResponsibilitiesAssist with the electronic submission of federal and state tax filingsAct as a primary point of contact for clients by: Handling incoming calls and routine questionsGuiding clients through use of our secure online portalFollowing up on missing information, signatures, and e-file authorizationsDownload, track, and maintain organized records of e-file authorization forms and related documentationMake outbound calls and send follow-up messages to obtain required client documentsScan, upload, and categorize tax-related documents, including post-season archivingMaintain clear, accurate, and easy-to-navigate digital filing systemsCoordinate and schedule client calls, virtual meetings, and appointments for a team of accountantsProvide general office coordination support, including managing office calendars and arranging team lunches when neededDeliver reliable administrative support during peak tax deadlines and consistent support throughout the yearParticipate in off-season training to develop skills in more advanced tax administrative processesQualificationsHigh school diploma or equivalent required (additional education is a plus)2–5 years of administrative experience in a professional setting handling confidential informationAt least 2 years of experience using Excel for data entry, tracking, and basic spreadsheet managementStrong proficiency in Microsoft Office, particularly Outlook, Word, and ExcelProven ability to work with sensitive and confidential information discreetlyComfortable with frequent phone work and direct client interactionStrong attention to detail, accuracy, and organizational skillsAbility to manage multiple priorities and deadlines in a fast-paced, deadline-driven environmentIdeal BackgroundExperience in a tax, accounting, legal, or similar professional services environmentFamiliarity with tax software, e-filing systems, or digital document management toolsCompensation & BenefitsCompetitive total compensation packageEmployer-sponsored medical, dental, and vision insurance401(k) plan with 5% employer match