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...