What are the responsibilities and job description for the Tax Office Administrator position at HALL CPA GROUP?
Tax Office Administrator
An Essential Role Supporting Clients and Our CPA Team
We are a well-established accounting firm seeking a highly organized and professional Tax Office Administrator to serve as the first point of contact for our clients and a key support resource for our internal team.
You will be central to ensuring smooth communication, timely client service, and efficient day-to-day operations within the office - especially during our busiest seasons.
Key Responsibilities:
Manage incoming calls and client messages, emails, and portal communications
Greet clients in person and assist with reviewing tax returns at time of pickup
Respond to client inquiries in a timely and professional manner
Support CPAs by sending documents, following up on outstanding bills, and assisting with client communications
Monitor and troubleshoot client portal activity and access issues
Coordinate calendars and appointments for partners
Receive and process client payments in-person and over the phone
Handle incoming and outgoing mail and electronic faxes
Track and order office supplies as needed
What We’re Looking For:
Strong communication and interpersonal skills
Proven ability to stay organized and manage multiple tasks efficiently
Professionalism and discretion in handling sensitive information
Comfort with learning and using cloud-based software systems
Prior experience in an administrative role within a professional services environment (accounting, legal, or financial services preferred)
Why Join Us:
We’re a collaborative and client-focused team that values professionalism, integrity, and efficiency
You’ll be a vital part of our office, with real impact on both client experience and internal operations
We offer a respectful, team-oriented culture with long-term stability
Compensation: $20/hr and up, depending on experience
If you’re detail-oriented, proactive, and looking for a role where you can truly make a difference, we’d love to hear from you!
Salary : $20 - $25
