Tax Administrative Relations Specialist

About The Role

We are seeking a professional, dependable, and detail-oriented Tax Administrative Relations Specialist

to join our in-office tax and administrative team.

This position is ideal for someone who has strong customer service skills, office experience, and an interest in learning how to support tax professionals in a fast-paced professional office environment.

The Tax Administrative Relations Specialist will serve as a key point of contact for clients, assist with administrative and client communication tasks, help maintain organized records, and support the tax preparation team during daily operations and tax season.

This role requires professionalism, patience, strong communication skills, confidentiality, and the ability to provide excellent client service while representing the company in a positive and respectful manner.

Key Responsibilities

• Greet and assist clients in person, by phone, and by email in a professional manner
• Answer incoming phone calls and respond to client questions or route them to the appropriate team member
• Schedule appointments and maintain calendars for tax professionals and administrative staff
• Assist with client intake, document collection, and follow-up requests
• Help organize tax documents, client files, forms, and office records
• Support tax professionals with administrative tasks related to tax preparation workflow
• Track missing client documents and assist with follow-up communication
• Process paperwork, forms, client records, and internal office documents accurately
• Maintain confidentiality of client financial, personal, and tax information
• Help manage office filing systems, digital records, and client communication logs
• Assist with scanning, uploading, copying, and organizing client documents
• Provide excellent client relations support during busy tax deadlines
• Handle client concerns professionally and escalate issues when appropriate
• Support office staff with special projects and daily administrative needs
• Perform general office duties as assigned
  
  

Qualifications

• Previous office, administrative, or customer service experience required
• Tax office, accounting office, legal office, or professional services experience preferred
• Strong verbal and written communication skills
• Professional appearance, attitude, and demeanor
• Excellent organization and multitasking abilities
• Strong attention to detail and accuracy
• Comfortable working with confidential client information
• Proficient with Microsoft Office, including Word, Excel, and Outlook
• Ability to learn office systems, client portals, tax workflow tools, and document management processes
• Reliable, punctual, team-oriented, and willing to learn
• Ability to remain calm, respectful, and professional during high-volume or stressful periods
  
  

Preferred Skills

• Experience answering phones in a professional office setting
• Experience scheduling appointments and managing calendars
• Familiarity with tax season workflow or client document collection
• Familiarity with tax forms and filing requirements for multiple entity types, including individual, corporation, S corporation, partnership, LLC, trust, estate, and nonprofit returns
• Ability to communicate clearly with clients about missing information or next steps
• Comfortable supporting tax professionals with administrative follow-up
• Strong customer-service mindset
  
  

Growth Opportunity

This position has the opportunity to grow into a higher-level administrative, client relations, or tax support role for the right candidate.

The ideal candidate will be willing to learn, take direction, maintain professionalism, and develop a stronger understanding of tax office procedures, client relations, and administrative support for tax professionals.

Benefits

401(k)

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance

Work Location: In person