Experienced Tax Preparation Administrative Assistant

Job Description

About Us: We are a well-established tax preparation firm dedicated to providing exceptional service to our clients. We are seeking a highly organized and experienced Administrative Assistant to join our team and support our tax professionals. If you have a strong background in tax preparation administration and are looking for a dynamic and fast-paced work environment, we would love to hear from you.

Job Responsibilities:

Utilize Lacerte tax software for tax preparation and processing.

Manage CRM client portal to maintain and update client information.

Process e-file and paper file tax returns accurately and efficiently.

Send federal and state vouchers to clients and provide guidance on payment procedures.

Handle high volumes of emails and phone calls, ensuring prompt and professional communication.

Scan and organize documents for tax preparation and record-keeping.

Schedule appointments and maintain calendars for tax professionals.

Check-in files and prepare them for the data entry team.

Contact clients to collect outstanding invoices and manage follow-ups.

Qualifications:

3-5 years of experience in tax preparation administration is a must

Proficiency with Lacerte tax software and CRM client portals.

Strong organizational skills and attention to detail.

Excellent communication skills, both written and verbal.

Ability to handle high volumes of emails and phone calls professionally.

Experience with appointment scheduling and calendar management.

Familiarity with e-file and paper file tax return processing.

Ability to work independently and as part of a team in a fast-paced environment.

Strong problem-solving skills and ability to provide clear guidance to clients.

Benefits:

Competitive pay, depending on experience

401k

Medical reimbursement

PTO

After tax season pay

Flexible schedule during off season

Job Type: Full-time

Pay: $23.00 - $30.00 per hour

Expected hours: 40 per week

Education:

High school or equivalent (Required)

Experience:

Tax office experience: 3 years (Required)

Appointment scheduling: 3 years (Required)

Calendar management: 3 years (Required)

Full-time