Tax Administrative Assistant

Tax Administrative Assistant Overview

• The Tax Administrative Assistant will provide essential support to attorneys, ensuring efficient tax-related operations and client service.
• Coordinate and manage client intake forms and documentation for tax preparation and filing processes.
• Organize and securely upload financial records into the firm's document management system.
• Assist with assembling completed tax returns for client review and signature.
• Track e-file statuses and address any issues or rejections promptly.
• Support billing processes and follow up on client receivables to ensure timely payments.
• Respond to IRS and State Tax notices, providing necessary documentation and communication.
• Contribute to general office tasks, enhancing workflow during tax season and beyond.
• Collaborate with attorneys to maintain smooth operations and deliver exceptional client service.

Tax Administrative Assistant Key Responsibilities & Duties

• Manage client intake forms and ensure completeness of tax documentation.
• Organize, label, and securely upload financial records into the document management system.
• Answer phone calls and address client inquiries professionally and efficiently.
• Assemble completed tax returns for client signature and follow up for completion.
• Track e-file statuses, addressing rejections or filing issues promptly.
• Prepare billing statements and follow up on outstanding client receivables.
• Assist in responding to IRS and State Tax notices with appropriate documentation.
• Support general administrative tasks related to tax season workflows.
• Collaborate with attorneys to ensure seamless operations and client satisfaction.

Tax Administrative Assistant Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.
• Minimum of 2 years of administrative experience; 3 years preferred.
• Proficiency in document management systems and secure file handling.
• Strong organizational skills and attention to detail in managing tax documentation.
• Excellent communication skills for client interactions and inquiries.
• Ability to handle sensitive information with confidentiality and professionalism.
• Experience with billing processes and tracking receivables is advantageous.
• Knowledge of IRS and State Tax notice response procedures preferred.
• Willingness to work on-site and collaborate with attorneys effectively.