What are the responsibilities and job description for the Seasonal Tax Administrative Staff position at McAdams Tax Advisory Group?
About McAdams Group
McAdams Group is a client-focused financial advisory firm offering a full suite of wealth management services, including estate planning, retirement strategies, tax services, and investment planning. Our mission is to deliver clarity, confidence, and peace of mind to every client through expert guidance and exceptional service.
We’re a team that thrives on collaboration, integrity, and continuous improvement. During tax season, our tax division operates with urgency, precision, and care — and we’re looking for detail-oriented, service-minded professionals to support us in delivering an outstanding client experience.
Job Summary
As a Seasonal Tax Administrative Staff, you’ll play a key supporting role during the busiest time of year. You’ll assist with client communication, documentation organization, scheduling, and administrative coordination to ensure our tax team runs smoothly and clients receive timely, high-quality service.
This temporary role is ideal for someone who excels at multitasking, enjoys structured processes, and brings a calm, professional presence to a fast-paced environment. Your ability to stay organized and provide excellent customer service will directly contribute to the team's success.
Key Responsibilities
Client Communication
- Assist in reaching out to clients to collect required tax documentation and information.
- Respond to client inquiries and provide a friendly, professional experience.
Document Management
- Organize and maintain client files in preparation for tax filings.
- Support data entry and client information verification to ensure accuracy.
Team Collaboration
- Work closely with tax preparers and administrative staff to streamline workflows.
- Support overall team efforts to meet tax season deadlines and service standards.
Administrative Tasks
- Perform routine office tasks including scanning, filing, and organizing paperwork.
- Assist in scheduling client appointments and managing team calendars.
Qualifications
Required:
- Strong attention to detail, excellent organization, and the ability to manage multiple priorities in a fast-paced environment
- Clear, professional communication skills — both written and verbal
- Comfortable handling confidential client documents with discretion and accuracy
- Proficiency with Microsoft Office or Google Workspace; able to learn new systems quickly
- Dependable, punctual, and able to work independently while following established processes
Preferred:
- Prior experience in a tax, financial services, or professional office setting
- Familiarity with common tax documents (e.g., W-2s, 1099s, K-1s) and the tax preparation process
- Exposure to tax software or document management tools (e.g., ProConnect, UltraTax, SmartVault, Drake)
- Experience supporting a team during a seasonal or deadline-driven work cycle
Why Join McAdams Group for Tax Season?
- Hands-On Experience: Gain valuable insight into a high-functioning tax office environment.
- Professional Growth: Build administrative and communication skills that apply across industries.
- Team Support: Join a collaborative, respectful, and mission-driven team.
- Flexible & Rewarding Work: Make a meaningful contribution during a critical season — with the potential to return in future years.
If you're organized, efficient, and committed to delivering excellent service under pressure, we’d love to have you join us this tax season!
Job Types: Full-time, Seasonal, Temporary
Pay: $16.00 - $18.00 per hour
Work Location: In person
Salary : $16 - $18