Tax Administrative Assistant

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

• Oversee the intake of individual client 1040 tax documents and ensure their completeness.

• Utilize tax software, scanning and importing tools, PDF utilities, and AI applications in accordance with firm policies; verify the accuracy of outputs.

• Address non-routine issues related to missing documents by escalating them to preparers or reviewers.

• Engage with clients through phone and email to discuss documentation, deliverables, and requests.

• E-file and validate tax returns along with associated workflows.

• Conduct the annual rollover of tax locators.

• Compile and manage both electronic and hard-copy tax returns.

• Draft, maintain, and revise client engagement letters.

• Organize spreadsheets and various reports.

• Aid in the creation of new client forms.

• Monitor tax workflows, collaborate with tax staff, and keep track of deadlines.

• Provide administrative support to the CIRA Department.

• Participate in cross-training to assist the A&A team.

• Create Powers of Attorney and Installment Agreements.

• Handle the processing of 1099s.

• Assist Partners and Managers with administrative duties, correspondence, calendars, and client interactions.

• Manage GoFileRoom tax workflows, rollovers, and tracking systems.

• Work closely with the administrative team on daily operations.

• Review and notarize documents.

• Support mailings, faxing, filing, copying, scanning, and various special projects.

⛳️ Requirements

• A minimum of 3+ years of administrative experience is required.

• Experience in a CPA or professional services firm is preferred.

• Familiarity with individual tax documents (W-2s, 1099s, brokerage statements, K-1s) and complete document sets for individual returns is essential.

• Preference for candidates who can come into the office as needed.

• Availability for overtime during peak season, including some Saturdays, may be necessary.

• A keen attention to detail, along with proofreading and problem-solving capabilities, is crucial.

• A mindset geared towards continuous improvement and the ability to implement practical process enhancements.

• Capacity to prioritize multiple tasks, manage interruptions, and adjust priorities as needed.

• A professional demeanor in a fast-paced, deadline-driven environment is expected.

• Excellent written and verbal communication skills, coupled with client-facing professionalism.

• Ability to handle sensitive information with confidentiality.

• Proficiency in Microsoft Word, Excel, Outlook, and Adobe is necessary.

• Knowledge of GoFileRoom, CCH, and GoTax is an advantage.

🏝️ Benefits

• Flexible work/life balance.

• Options for fully virtual or hybrid work arrangements.

• Opportunities for professional growth and success.

• Generous paid time off (PTO).

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• 401(k) plan with employer matching.

• Summer Fridays.

• Flexible work schedules.

• Eligibility for performance awards (bonuses).

• Competitive salary and a comprehensive benefits package.