Hybrid Tax Administrator

Posted last week

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About the role

  • Tax Administrator ensuring efficient operations for a top CPA firm, providing administrative support across departments. Joining a dynamic team to maximize client opportunities.

Responsibilities

  • Provide high-level administrative support across multiple departments, acting as a backup for key personnel
  • Support the Tax practice with printing, mailing, document management, and client deliverables
  • Print and assemble physical deliverables
  • Organize and prepare client tax return copies for mailing or electronic delivery
  • Adhere to mailing policies and procedures
  • Coordinate outgoing mail, shipping, and tracking with internal teams
  • Scan, organize and save incoming Tax documents and mail
  • Check tasks into Workflow and assign appropriately
  • Communicate effectively with team members and departments to understand project needs and deadlines
  • Assist in organizing tax meetings and tax training sessions, including logistics, catering, and materials preparation
  • Provide support for special projects and additional tasks, as assigned

Requirements

  • High school diploma or equivalent; additional education or certification in office administration is a plus
  • Proven experience in a receptionist or administrative role, preferably in a fast-paced environment
  • Knowledge of tax-related terminology and procedures is advantageous
  • Proficiency in office software (e.g., Microsoft Office Suite) and familiarity with tax software is beneficial
  • Excellent communication and interpersonal skills
  • Strong organizational abilities with attention to detail
  • Professional demeanor and a customer-centric attitude
  • Ability to handle confidential information with discretion and integrity
  • Exceptional time management skills
  • Ability to multi-task and prioritize tasks effectively to meet deadlines

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options

Job title

Tax Administrator

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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