Position: Tax Administrative Assistant

​

Job Description:

The Tax Administrative Assistant is responsible for assisting in the preparation and delivery of completed personal and business tax returns by working with staff to ensure accurate and complete returns are filed in a timely manner.  Duties include client communications, documentation delivery, data entry and record retention as well as other general administrative tasks such as greeting clients, answering phones, receiving, and sorting mail, filing, and scheduling.

 

An Tax Administrative Assistant must be organized, have excellent verbal and written communication skills, be proficient in computer programs such as Microsoft Office, Adobe and other similar programs.  They must be able to work independently or collectively with other staff and easily adapt to the ever-changing technology and tax law landscape.

 

This position is a full-time position that requires 40 hours per week during the months of January through May and 32 hours per week during the months of June through December.  Additional hours may be required during the peak of tax season and will be communicated by management when necessary.

 

Specific Tasks Assigned:

​

• Client relations

• Assist in preparation of basic tax return documentation

• Delivery of tax return and action items to clients

• Basic Bookkeeping and documentation retention

 

Skills and Qualifications:

 

• Tax Preparation Experience

• QuickBooks Experience

• Verbal Communication

• Microsoft Office Skills

• Managing Processes

• Organization

• Professionalism

• Problem Solving

 

Preferred Experience

• Experience within a tax firm

​