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.