Administrative Assistant / Tax Assistant

The Bauer Group LLC is seeking a dependable, professional, and detail-oriented Administrative Assistant / Tax Assistant to support our tax, accounting, and administrative operations. This position serves as an important point of contact for our clients while assisting our team with tax preparation, client documentation, scheduling, communication, and daily office operations.

The ideal candidate is organized, personable, technology-savvy, able to manage multiple priorities, and capable of quickly learning and adapting to new software and procedures. Experience with tax preparation and Lacerte Tax Software is strongly preferred.

General Accountabilities

• Greet clients and provide professional, friendly, and personalized customer service.
• Answer incoming calls, schedule appointments, take detailed messages, and assist with client communication.
• Prepare and organize Individual and Business Tax Intake folders, tax organizers, and supporting documentation.
• Receive, scan, label, organize, and maintain client tax and financial documents.
• Review client files for missing information and follow up regarding outstanding documents or signatures.
• Organize W-2s, 1099s, business records, deductions, and other tax documentation.
• Assist tax professionals throughout the preparation, review, signature, and client pickup process.
• Actively use Lacerte Tax Software to maintain client information and assist with tax preparation workflows.
• Maintain accurate electronic and physical client records.
• Update Monday.com every Monday and maintain accurate task statuses, deadlines, notes, and client follow-ups.
• Support tax, accounting, bookkeeping, and payroll staff with administrative duties as needed.
• Maintain strict confidentiality of client tax, financial, payroll, and personal information.
• Maintain an organized and professional front-office environment.
• Prioritize assignments, meet deadlines, and communicate promptly when additional information or assistance is needed.
• Maintain professional business attire on Tuesdays and Thursdays for scheduled client meetings.

Job Qualifications

• Previous administrative, tax preparation, accounting, bookkeeping, payroll, or professional office experience preferred.
• Experience with Lacerte Tax Software strongly preferred.
• Experience with QuickBooks, Monday.com, or similar accounting/workflow software is a plus.
• Strong computer and data-entry abilities.
• Ability to quickly learn and adapt to new software, systems, and office procedures.
• Strong written and verbal communication skills.
• Excellent organizational and time-management abilities.
• Ability to manage multiple assignments and deadlines simultaneously.
• High level of accuracy and attention to detail.
• Ability to maintain confidentiality when handling sensitive financial and tax information.
• Ability to work independently after training while also collaborating effectively with the team.
• Dependable, punctual, professional, and comfortable working in a fast-paced environment, particularly during tax season.

Skills

Required/Preferred Skills: Customer Service • Administrative Support • Lacerte Tax Software • Tax Preparation Support • Data Entry • Document Management • Client Communication • Appointment Scheduling • Microsoft Office • Monday.com • QuickBooks • Accounting/Bookkeeping Support • Electronic Filing • Time Management • Organization • Multitasking • Attention to Detail • Confidentiality • Professional Communication • Problem Solving • Technology Adaptability • Ability to Learn New Software Quickly • Teamwork • Deadline Management