Tax Admin Assistant

Location: Conroe, Texas

Starting pay: $15 - $18; depending on experience

Must be in office Monday – Friday 8am – 5pm

Must be able to work over 40 hours during peak time: January 1 – April 15th & August 15th – October 15th

Allred Tax Advisors, PLLC is looking to hire a Tax Administrative Assistant to its growing organization. The ideal candidate will provide support to the organization’s tax and accounting department. Your role is a combination of administrative assistance and accounting support.

Job Description:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Required Experience:

Prior experience working in a CPA firm

Strong Microsoft Word, Excel and PowerPoint

Tax software experience: CCH Axcess

Workstream/CCH Experience is Required

Qualifications:

Excellent attention to detail and organizational skills

Prior experience working in a CPA firm

Strong Microsoft Word, Excel and PowerPoint

Tax software experience

Experience in Workstream/CCH is a requirement

Strong written and verbal communication skills

Team player, works well with others on the team

Ability to manage multiple tasks and manage time

Professional demeanor and ability to maintain confidentiality

Ability to work independently with little supervision

Adapts to fast paced environment, especially during busy season

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily

Administrative Assistance and Executive Administrative Assistance skills

Previous experience in tax preparation or accounting is beneficial

Ability to maintain confidentiality and handle sensitive information

Familiarity with all Tax Forms and Workpaper organization

Responsibilities:

Answer multiline phone system and direct calls where needed.

Phone Etiquette and strong Communication skills

Assemble and Process tax Returns

Print and assemble tax returns and save the return to our electronic filing system through tax software

Prepares and returns original tax documents to client

Transmits documents, such as PDF copies of return, estimated payments as requested by tax signer

Help with preparing the engagement letters and updating spreadsheet when needed

Provide frontline and backup support to the tax department

Confers with clients by telephone in attempt to determine status of tax returns

Assist in organizing and coordinating arrival of client documents

Assist in resolving E-file errors by contacting the signer

Order tax departmental supplies as needed

Ability to work additional hours as needed

Starting: $15 - $18; depending on experience.

Must be in office Monday – Friday 8am – 5pm

Location: Conroe, Texas