Tax Administrative Assistant
Exceptional Growth Opportunity to work as a Tax Admin with top advisory and accounting practice servicing High Net Work Clients and their closely held businesses! This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: We are one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. We believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. Why join us? Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Job Details Position Summary: The Tax Administrator Assistant provides essential clerical and administrative support to the Tax Administrator. This position is responsible for managing the flow of client documents, assembling tax returns, maintaining incoming files, and ensuring the smooth operation of the office, particularly during the busy tax filing seasons. The assistant must handle confidential information with discretion and maintain a high level of accuracy and efficiency. Primary Responsibilities Tax Return Assembly: Assemble and process completed tax returns (federal, state, and local), including printing, binding, ensuring all signature pages and e-file authorizations are included. Coordinate the mailing and delivery of final tax packages to clients via mail, courier, or secure electronic portals. Data Entry & Systems: Monitoring various portals for signed consent forms i.e. Lacerte E-Signature Dashboard, Docusign, SafeSend, etc. Prepare and update client engagement letters and administrative correspondence. Administrative Support: Support the Tax Department's daily functions by performing essential administrative duties. Responsibilities will include managing documentation, assisting with scheduling, organizing electronic and physical files, and executing time-sensitive ad hoc tasks as directed by the tax administrators. Document Processing & Filing: Organize, scan, and electronically file client source documents (e.g., W-2s, 1099s, bank statements) into the document management system. Maintain and archive both physical and electronic client files, ensuring quick retrieval and adherence to retention policies. Required Qualifications: Education: Bachelor’s degree preferred, Associate’s degree with at least 5 years of working experience is acceptable. Experience: 3-5 years of experience in an office, clerical, or administrative support role, preferably in tax/accounting or a professional service setting. Technical Proficiency: Solid command of Microsoft Office Suite (Word, Excel, Outlook) and experience with electronic file management. Communication: Excellent verbal and written communication skills for professional interaction with clients and staff. Core Competencies: Demonstrated ability to be highly organized, detail-oriented, and capable of handling confidential information with integrity. Preferred Qualifications: Familiarity with tax-specific software (e.g., Lacerte, SafeSend, CCH software) is a plus. Ability to work extended hours during peak tax season deadlines. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. 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