Tax Administrative Assistant (Seasonal Part-Time)
Key Responsibilities of Tax Administrative Assistant
The ideal candidate will possess strong organizational skills, impeccable attention to detail, and the ability to handle confidential information with discretion.
This role requires a proactive and resourceful individual who can anticipate the needs of executives and effectively manage multiple priorities in a fast-paced environment.
* Provide administrative support to tax professionals, including managing calendars, scheduling appointments, and coordinating meetings.
* Assist with tax return assembly and processing, including organizing client documents, preparing engagement letters, and tracking filing deadlines.
* Organize, scan, and process tax-related paperwork efficiently.
* Perform electronic document scanning and ensure proper archiving.
* Manage the scan and autoflow process for client documents used by tax preparers.
* Manage the mail for incoming client documents that have to be scanned and logged.
* Greet clients and review tax documents from clients who visit the office and drop off documents.
* Update tax projects to ensure a streamlined process for the tax department.
* File documents for Tax Team
* Assist Tax Staff with appointments.
* Maintain electronic and physical filing systems to ensure accurate and timely documentation of client records and correspondence.
* Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email.
* Collaborate with team members to ensure smooth workflow and efficient completion of tasks.
* Assist with special projects and other duties as assigned by supervisors.
* Process all certified and FedEx mailings to clients regarding tax documents.
* Handle IRS correspondence as necessary.
* Assist with various administrative tasks, including preparing and managing lunch for staff when required.
* Provide support to the Business Owner (CFO) as needed.
* Serve as a backup to the Front Desk Administrator and Tax Team Lean when required.
Experience & Education
* Exceptional client service with a demonstrated ability to develop and maintain outstanding client relationships is expected.
* Strong knowledge and experience using Google Docs.
* Deadline-Oriented: Comfortable working in a fast-paced, deadline-driven environment, particularly during tax season.
* Tax Experience: 1-3 years of experience in tax-related roles, especially during tax season, is preferred but not required.
* Effective Communication: Strong interpersonal skills to collaborate with individuals at all organizational levels.
* Strong organizational skills and attention to detail, with the ability to prioritize and manage multiple tasks effectively.
* Excellent communication skills, both verbal and written, with a professional and courteous demeanor.
* Ability to maintain confidentiality and handle sens...
- Rate: Not Specified
- Location: Kettering, US-OH
- Type: Permanent
- Industry: Finance
- Recruiter: Jackson Hewitt
- Contact: Not Specified
- Email: to view click here
- Reference: 2706379
- Posted: 2025-06-23 08:10:08 -
- View all Jobs from Jackson Hewitt
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