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.