Administrative Assistant Tax Services Position Available In McCormick, South Carolina

Administrative Assistant

• Tax Services Confidential McCormick, SC 29835 About the Opportunity A private, family-run financial firm is hiring an experienced Administrative Assistant to support the operations of its tax preparation and advisory practice.

This is a confidential opening for a dependable professional with a strong background in accounting office administration or CPA firm operations. Position Summary The successful candidate will play a vital role in supporting tax professionals during peak seasons and throughout the year. This includes managing client intake, maintaining accurate records, and ensuring efficient office workflows. The position requires a high level of discretion, accuracy, and initiative. Key Responsibilities

• Provide administrative and operational support to tax preparers and CPAs
• Manage client communication, scheduling, and intake of tax documents
• Maintain organized filing systems for digital and paper records
• Assemble and prepare tax returns for delivery and review
• Assist with deadlines related to estimated payments, filing requirements, and extensions
• Manage e-filing systems and client portals; troubleshoot access issues as needed
• Support workflow documentation and internal process improvements Qualifications
• 5-10 years of experience in tax firm administration, CPA support, or accounting operations
• Strong Microsoft Office skills (especially Word, Excel, and Outlook)
• Experience with tax preparation software (e.g., Drake, UltraTax, Lacerte, or similar) highly preferred
• Excellent organizational and time-management skills
• High degree of discretion and commitment to client confidentiality
• Familiarity with IRS forms, deadlines, and compliance practices

Job Type:

Full-time Pay:

$40,000.00

• $55,000.

00 per year

Schedule:

Monday to Friday Weekends as needed

Work Location:

In person