Job Title:

Tax Office Administrator Salary:

$50,000 per year #3463 About the Role We are a tax firm with three partners seeking a detail-oriented Office Administrator to manage our internal operations and workflow. In this role, you will support the partners by handling the technical and logistical "follow-through" of our client engagements ensuring documents are signed, books are updated, and meetings are seamlessly scheduled based on partner preferences.

Key Responsibilities Logistics & Scheduling:

Manage partner calendars and schedule initial phone or conference room meetings for new clients as directed.

Signature & Compliance Workflow:

Facilitate the sending and tracking of signature forms and engagement letters via electronic signature platforms.

External Bookkeeping & Data Entry:

Perform accurate data entry for bookkeeping clients and manage the collection of payments or payment information.

IRS Communication:

Preparation of IRS letters, Power of Attorneys, etc.

Document Processing:

Handle high-volume scanning, digital filing, and the printing, assembly, and mailing of completed tax returns.

Administrative Support:

Manage outgoing mail, frequent trips to the post office, and maintaining office supplies.

Software Research:

Assist with research projects to evaluate new software or tools for firm-wide implementation. Other Duties as

Assigned Qualifications Experience:

2-5 years in an administrative or professional office role.

Communication:

Ability to communicate professionally with clients via email or phone. Organization & Attention to

Detail:

Ability to maintain organized and thorough recordkeeping while managing multiple client files, deadlines, and priorities during high-volume seasons.

Technical Proficiency:

Proficiencies in QuickBooks Online, Adobe, and Microsoft systems.

Reliability:

Must have reliable transportation.

Adaptability:

Must be willing to learn and adapt to different software, circumstances, and workflows.

Education:

High school diploma required; relevant administrative or office experience preferred.

Work Schedule Standard Hours:

8:00am - 5:00pm

Seasonal Note:

Potential for increased hours/Saturdays during peak tax season (Feb-April 15) or reduced hours during off-season.