We are seeking a detail-oriented Tax Administrative Assistant to support a busy tax and accounting team. This role is responsible for providing administrative support throughout the tax preparation process, ensuring client documentation is organized, deadlines are met, and client communications are handled professionally. The ideal candidate is highly organized, customer-focused, and comfortable working in a fast-paced environment, especially during peak tax season.

Key ResponsibilitiesProvide administrative support to the tax and accounting team throughout the tax preparation and filing processManage and maintain client files, documentation, and records to ensure accuracy and organizationTrack client progress and workflow using the company's workflow management systemConduct follow-up with clients via phone and email to collect documentation, answer questions, and ensure timely completion of tax-related tasksCommunicate professionally with clients regarding account questions, tax season deadlines, and general tax preparation inquiriesAssist with review and handling of tax-related documents, including 1099-R formsProcess client payments and assist with sending statements and related account communicationsCoordinate outgoing mailings and shipments through UPS, FedEx, and other mailing servicesSupport general office administration, including correspondence, scanning, filing, and document distributionHelp ensure deadlines are met and client service remains a top priority during high-volume periods