Sr. Tax Administrative/Executive Assistant (Tax Assembly & Billing)

Sr. Tax Administrative/Executive Assistant (Tax Assembly & Billing) Turner, Warren, Hwang & Conrad Burbank, CA Job Details Full-time $26.44 - $31.25 an hour 5 days ago Benefits Health insurance Dental insurance 401(k) Flexible spending account Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Employee discount Life insurance Qualifications Practice management Accounts receivable Teamwork Microsoft Excel Microsoft Outlook Public accounting Workflow management (operations management method) Executive administrative support Mid-level Client invoicing Bachelor's degree Attention to detail Partnership tax return preparation Accounting firm experience Organizational skills UltraTax Tax preparation software Managing executive calendars Document management systems Travel scheduling 2 years Communication skills

Full Job Description Job Title:

Sr. Tax Administrative/Executive Assistant (Tax Assembly & Billing) Position Summary The Senior Tax Administrative/ Executive Assistant supports the tax department by coordinating tax return assembly, processing e-files, managing workflow systems, and assisting with billing and administrative tasks. This role is critical to ensuring timely, accurate delivery of client returns and invoices while maintaining strong internal organization during busy season and throughout the year. In addition, this role provides high-level support to C-suite executives. This involves managing priorities, communications, scheduling, organizing travel, etc. Key Responsibilities Tax Return Assembly & Processing Assemble individual, corporate, partnership, and fiduciary tax returns (paper and electronic formats) Verify completeness of tax return packages before delivery to clients Process and monitor e-file submissions and track acknowledgments Prepare client transmittal letters and organize final deliverables Upload and organize documents within document management systems Maintain tax return workflow status in practice management software Coordinate signatures (Form 8879, engagement letters, extensions, etc.) Assist with extension filings and tracking deadlines Billing & Administrative Support Prepare draft invoices based on time reports or fixed-fee schedules Coordinate with partners/managers to finalize and issue client invoices Monitor WIP (Work in Process) and assist with billing reports Follow up on outstanding invoices as directed Enter time and expense adjustments when necessary Assist with accounts receivable tracking and reporting Client & Office Support Serve as administrative contact for tax clients regarding document collection and return delivery Manage incoming tax documents (portal, email, mail) Maintain and update client contact information Assist with engagement letter distribution and tracking Provide general administrative support to tax professionals C- suite Support Organize and manage complex calendars Travel coordination Documentation preparation Managing special projects Qualifications 2+ years of administrative experience in a CPA firm or professional services environment preferred Experience with tax software (e.g., CCH, UltraTax, Lacerte, ProSystem fx, etc.) preferred Experience with practice management and billing systems preferred Ability to manage multiple deadlines Strong attention to detail and organizational skills Ability to manage multiple deadlines, especially during busy season Proficiency in Microsoft Office (Word, Excel, Outlook) Strong written and verbal communication skills Ability to maintain confidentiality of sensitive client information Preferred Skills Familiarity with tax return assembly procedures Understanding of basic billing/WIP concepts in a CPA firm Experience with client portals and document management systems Ability to work independently and in a team environment Work Environment Full-time position Increased overtime expected during tax season In-office position We offer a collaborative work environment and opportunities for growth. Overtime may be required during tax season. If you are dependable, detail-oriented, and want to build your career in public accounting administration, we'd love to hear from you.

NOTE:

Only experienced local candidates will be considered.

Pay:

$26.44 - $31.25 per hour

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Life insurance Paid time off Parental leave Vision insurance

Education:

Bachelor's (Required)

Experience:

Billing support: 2 years (Required) Tax assembly: 2 years (Required) CPA firm: 1 year (Required) Executive administrative support: 3 years (Preferred)

Work Location:

In person