Tax Administrative Assistant

Major Responsibilities & Duties:

• Manage the intake organization and tracking of client tax documents throughout the return lifecycle
• Assemble and prepare tax returns and supporting documentation within internal workflow systems
• Monitor return status ensuring timely progression and adherence to filing deadlines
• Coordinate e-file submissions extensions and required documentation with accuracy and compliance
• Provide day-to-day administrative and workflow support to the Tax Administrative Director
• Maintain and update client data within tax and practice management systems
• Serve as a primary client contact for document requests status updates and general inquiries
• Organize scan and securely maintain digital and physical client files in accordance with firm standards
• Support tax operations including workflow coordination process improvements and administrative tasks as needed

Work Schedule & Expectations

• This position requires flexibility in work hours particularly during peak tax seasons. Significant overtime is not expected but may be necessary to meet critical filing deadlines and client needs.

Requirements & Qualifications

The successful candidate will possess the following qualifications:

• Previous experience in a public accounting firm or professional services environment
• Working knowledge of tax return processing and workflows preferred
• Strong proficiency with Microsoft Office (Excel Outlook Word); experience with tax software and practice management systems preferred
• Comfortable interacting directly with clients in a professional setting
• Excellent written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong problem-solving skills and proactive mindset
• Team-oriented with a willingness to support others as needed

For more information or to apply now please visit the website below.

Current Openings - The CJ Group

Required Experience:

Junior IC