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

Anchor CPA Group

Latest Jobs

Tax Administrative Assistant