Tax Administrative Assistant

Tax Administrative Assistant Overview

• The Tax Administrative Assistant will provide critical support to attorneys in managing tax-related administrative tasks.
• Ensure smooth operations during tax season and beyond by handling client documentation and workflow coordination.
• Collaborate closely with attorneys to maintain organized and efficient processes within the firm.
• Contribute to the firm’s success by ensuring timely and accurate handling of tax documentation.
• Enhance your professional skills in a dynamic and supportive environment.
• Work on-site in a professional setting, gaining valuable experience in tax administration.
• Opportunity for career growth and development within the firm.
• Be part of a team focused on delivering exceptional client service and operational excellence.

Tax Administrative Assistant Key Responsibilities & Duties

• Manage client intake forms and securely organize tax documentation within the firm’s systems.
• Scan, label, and upload financial records while ensuring data accuracy and security.
• Respond to client inquiries via phone and email, providing professional and timely assistance.
• Assemble completed tax returns for client signatures and track e-file statuses.
• Follow up on missing documentation and address issues with tax filings.
• Prepare billing statements and monitor client receivables to ensure timely payments.
• Assist in responding to IRS and State Tax notices with appropriate documentation.
• Support general office tasks and administrative workflows during tax season.

Tax Administrative Assistant Job Requirements

• Bachelor of Arts (BA) degree is required for this position.
• Minimum of 2 years of experience in administrative support, preferably in a tax-related field.
• Proficiency in document management systems and secure handling of financial records.
• Strong organizational skills and attention to detail to manage complex workflows.
• Effective communication skills to interact with clients and team members professionally.
• Ability to work on-site and collaborate effectively in a team-oriented environment.
• Experience with billing and receivables tracking is preferred.
• Knowledge of IRS and State Tax notice handling is an advantage.