Tax Administrative Associate

Overview

The organization is seeking an administrative professional to provide tax department support, including processing tax return and extension materials, managing client information in relevant systems, and assisting with document handling and client engagement letter preparation.

Responsibilities

• Provide administrative support to Partners, Directors, Managers, and Staff in the tax department.
• Assemble tax returns and extensions as a tax processor.
• Set up new clients in all appropriate software applications.
• Update client information as needed in internal systems.
• Process disengagement of clients and offboarding in systems.
• Roll, extend, and close projects in appropriate software.
• Reassign projects to the appropriate job manager in software.
• Scan, copy, and save documents as necessary.
• Support other administrative team members during absences or high-volume workload periods.
• Handle sensitive situations with diplomacy and determine when to escalate issues to the administrative leadership team.
• Prepare and track client engagement letters.
• Juggle multiple deadlines and competing priorities.
• Participate in additional projects as needed (e.g., data cleanup).
• Overtime may be required during peak season, which could include some evenings and weekends.

Requirements

• Minimum one year of related experience; preferably with an accounting firm.
• Experience with CCH Axcess Tax & SafeSend preferred but not required.
• Experience with DocuSign, Salesforce or similar CRM software preferred.
• Proficient skills in MS Office programs (Word, Excel, Outlook, PowerPoint).
• Excellent verbal and written communication skills, including ability to proofread for errors.
• Familiarity with public accounting is a plus (this position does not provide tax advice; knowledge of basic tax forms and requirements is helpful).
• Organized with strong attention to detail, commitment to high-quality work, and strong problem-solving skills.
• Excellent interpersonal, collaboration, and communication skills.
• Ability to work in a fast-paced environment: multi-task, prioritize requests, accommodate competing demands, manage priorities to meet deadlines, and use proactive customer service and communication skills.

Location

Not specified.