What are the responsibilities and job description for the Administrative Assistant position at Modern Wealth Management?
Tax Administrative Assistant
Do you take pride in producing accurate, detailed, and organized work? Are you a proactive multi-tasker who communicates clearly and professionally? If so, this role may be an excellent fit for you.
Primary Duties
- Process tax organizers and distribute them to clients via mail or electronically through the client portal.
- Organize and scan original client documents for tax return preparation.
- Assist with compiling internal data needed for client tax returns.
- Print and assemble tax returns for client delivery.
- Track and process Form 8879 (IRS e-file Signature Authorizations).
- Maintain projects and data in project tracking software and CRM systems.
- Assist clients with the tax portal and electronic signing as needed.
- Manage incoming and outgoing client correspondence.
- Provide administrative support to the Tax Team.
- Offer overflow and backup support to other team members as needed.
- Experience with Thomson Reuters tax products and SurePrep is helpful but not required.
Requirements
- Strong attention to detail and accuracy.
- Ability to manage multiple priorities and complete tasks efficiently and on time.
- Comfortable collaborating with all levels of staff and management.
- Ability to work full-time (40–50 hours per week); hours may vary during tax season based on workload.
- Self-motivated and able to work independently.
- Positive, professional attitude.
Preferred Qualifications
- Associate degree or equivalent experience (Bachelor’s degree not required).
Benefits
- Medical, dental, vision, and life insurance.
- Company-matched 401(k).
- Paid vacation and recognized market holidays.
Modern Wealth Management is an Equal Opportunity Employer. We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status. We are committed to creating an inclusive workplace where all employees feel respected and supported.
Salary : $45,000 - $50,000