What are the responsibilities and job description for the Tax Administrative Assistant position at Anchor CPA Group?
Tax Administrative Assistant
Part-Time | 3–4 Days Per Week | 9:00 AM–3:00 PM (Flexible)
Full-Time During Tax Season: February 1–April 15
We are looking for a highly organized, dependable, and detail-oriented Tax Administrative Assistant to join our team. This position is ideal for someone who enjoys working in a professional office environment, interacting with clients, and keeping administrative tasks organized and on schedule.
Experience working in an accounting, tax, bookkeeping, or professional services office is preferred, but we are willing to train the right candidate. Strong administrative and organizational skills are a must.
Responsibilities
- Manage the Managing Partner’s calendar, email, appointments, and administrative tasks
- Help manage the Managing Partner’s daily schedule and priorities
- Answer and direct incoming phone calls and assist clients with general questions
- Receive, organize, and review tax documents for completeness
- Check client tax documents and identify missing or incomplete information
- Upload, organize, and manage documents within TaxDome
- Assist with tracking client tax returns and outstanding items
- Assist the tax team with administrative tasks throughout the tax preparation process
- Help keep the office organized and running efficiently
- Maintain strict confidentiality of client financial and personal information
Qualifications
Required:
- Strong administrative and organizational skills
- Excellent attention to detail
- Proficiency with computers and Microsoft Office
- Excellent written and verbal communication skills
- Professional and friendly phone manner
- Ability to prioritize multiple tasks and meet deadlines
- Ability to work independently and as part of a team
- Strong follow-through and reliability
- Ability to handle confidential information with discretion
Preferred:
- Previous experience in a tax, accounting, bookkeeping, or CPA office
- Familiarity with tax documents and the tax preparation process
- Experience working with client management or document management systems
Software Used
Our office currently uses:
- TaxDome
- Microsoft Office (Outlook, Teams)
- ProSeries
- Zoom
Experience with these programs is a plus, but training can be provided for the right candidate.
Pay: $20.00 - $25.00 per hour
Work Location: In person
Salary : $20 - $25