Job Description

Join our collaborative tax operations team as an Administrative Assistant and play a key role in delivering a smooth, efficient tax season for our clients and accountants. This position is ideal for someone who enjoys organization, client service, and working behind the scenes to keep a busy professional team on track.

The Administrative Assistant will

• Support the e-filing of federal and state tax returns
• Contact clients to gather missing information, signatures, and e-file authorizations
• Handle incoming client calls, answer questions, and guide clients through our online portal
• Download, track, and organize e-file authorization forms
• Make outbound calls to clients and assist with document retrieval
• Scan, upload, and organize tax-related documents, especially post–tax season
• Maintain accurate, well-organized digital filing systems
• Coordinate and schedule client calls and appointments for multiple accountants
• Provide office calendar support and help arrange/order office lunches
• Deliver ongoing administrative support during peak tax season and throughout the year
• Participate in off-season training to learn and support more complex tax administrative tasks

What We’re Looking For:

• High school diploma or equivalent
• 2–5 years of administrative experience in a professional, confidential environment
• At least 2 years of experience using Excel (data entry and spreadsheet management)
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Proven ability to handle confidential and sensitive information
• Comfortable with frequent phone work and direct client interaction
• Excellent attention to detail and strong organizational skills

Preferred Experience:

• Background in a tax, accounting, or law firm environment
• Familiarity with tax software, e-filing platforms, or document management systems

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