Administrative Assistant – Tax

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the scheduling and logistics for tax workflows, encompassing client appointments, internal review meetings, calendar invitations, and communications.

• Assist in tax engagement administration, which includes managing client contact lists, tracking organizer/document requests, and updating engagement statuses.

• Create, compile, and format materials for clients, including engagement/admin letters, organizer packets, e-file authorization forms, and mailing packages.

• Organize electronic folders, uphold naming conventions, upload/download client documents, and ensure proper version control.

• Support time and expense administration by gathering inputs, monitoring deadlines, and routing items for approval.

• Deliver front-line administrative assistance for the Tax team, including coordinating travel, managing supply requests, supporting meetings, and providing general team aid.

• Contribute to firm and departmental initiatives, including logistics for training, documenting meeting notes/action items, and handling ad hoc administrative projects.

• Manage tax season milestone trackers, organizer/document request trackers, e-file authorization/signature tracking, client contact lists, distribution groups, and administrative status reports.

⛳️ Requirements

• Proficient in Microsoft Outlook, Word, Excel, and Teams; comfortable working with shared drives and adhering to document management standards.

• Exceptional written and verbal communication skills; capable of coordinating with clients and internal teams in a professional manner.

• High attention to detail, strong organizational skills, and effective time management; able to handle multiple deadlines, especially during peak season.

• Experience working with confidential information with a sense of discretion and professionalism.

• Strong follow-up skills and a willingness to learn the firm's tax processes, terminology, and seasonal rhythms.

• Must be legally authorized to work in the US for any employer.

• Must not require sponsorship to work in the US now or in the future.

🏝️ Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee-only coverage for health and dental).

• Company-Paid Life and Long-Term & Short-Term Disability Insurance.

• Ancillary Benefits including supplemental life insurance, critical illness, and accident insurance.

• Classic Safe Harbor 401(k) Plan with employer contributions.

• Opportunities for professional growth, learning, and development, including access to Becker and LinkedIn Learning.