Tax Administrative Assistant Part-Time | 3-4 Days Per Week | 9:00 AM-3:00 PM (Flexible)

Full-Time During Tax Season:

February 1-April 15 We are looking for a highly organized, dependable, and detail-oriented Tax Administrative Assistant to join our team. This position is ideal for someone who enjoys working in a professional office environment, interacting with clients, and keeping administrative tasks organized and on schedule. Experience working in an accounting, tax, bookkeeping, or professional services office is preferred, but we are willing to train the right candidate. Strong administrative and organizational skills are a must . Responsibilities Manage the Managing Partner's calendar, email, appointments, and administrative tasks Help manage the Managing Partner's daily schedule and priorities Answer and direct incoming phone calls and assist clients with general questions Receive, organize, and review tax documents for completeness Check client tax documents and identify missing or incomplete information Upload, organize, and manage documents within TaxDome Assist with tracking client tax returns and outstanding items Assist the tax team with administrative tasks throughout the tax preparation process Help keep the office organized and running efficiently Maintain strict confidentiality of client financial and personal information

Qualifications Required:

Strong administrative and organizational skills Excellent attention to detail Proficiency with computers and Microsoft Office Excellent written and verbal communication skills Professional and friendly phone manner Ability to prioritize multiple tasks and meet deadlines Ability to work independently and as part of a team Strong follow-through and reliability Ability to handle confidential information with discretion

Preferred:

Previous experience in a tax, accounting, bookkeeping, or CPA office Familiarity with tax documents and the tax preparation process Experience working with client management or document management systems Software Used Our office currently uses: TaxDome Microsoft Office (Outlook, Teams) ProSeries Zoom Experience with these programs is a plus, but training can be provided for the right candidate.

Pay:

$20.00 - $25.00 per hour

Work Location:

In person