Tax Service Administrator

Join a Firm Where Your Work Matters

Were looking for a Tax Service Administrator (TSA) to join our growing accounting firm. If you thrive on variety value integrity communicate effectively and enjoy helping clients solve complex challenges youll feel right at home here.

At our firm were more than accountantswere trusted advisors and partners to our clients. We foster a culture that balances professional excellence with flexibility career growth with personal wellbeing and high standards with a supportive family-friendly environment. As the profession continues to evolve we embrace technology and encourage every team member to continuously develop their technical skills while confidently adopting new software and AI-powered tools that enhance efficiency and client service.

As a Tax Service Administrator (TSA) you will support the Tax Department through document management workflow coordination and administrative assistance that ensure timely accurate completion of client deliverables. This role serves as a vital link between tax preparers supervisors clients and administrative teamsmaintaining data accuracy supporting tax software processes and helping the firm meet quality efficiency and client service standards.

Get to Know Us
Want a glimpse into what its like to work here Check us out on Facebookand Instagram(@) or visit our website at . Youll see a firm that values relationships celebrates achievements and creates space for both meaningful work and a healthy work-life balance.

What Youll Do
As a Tax Service Administrator (TSA) youll take ownership of your work and contribute directly to the success of our clients and our team. Your responsibilities will include:

Tax Workflow Coordination

• Organize scan and prepare client documents for tax return processing.
• Verify completeness of engagement letters and supporting documentation prior to routing to preparers.
• Use autoflow technology to import client data accurately into tax software.
• Review auto-flowed data for accuracy; flag discrepancies before submission to preparers.
• Assist with SafeSend administration including setup of engagement letters questionnaires e-file forms and client communications.
• Maintain well-organized firm document libraries (physical and digital).
• Assist with reconciliations reporting and other data clean-up projects as assigned.

Client & Internal Communication

• Communicate with clients regarding missing items document uploads and scheduling.
• Collaborate with preparers and administrative staff to ensure proper preparation of documents routing of documents and communication with clients.
• Support onboarding and meeting scheduling for advisory/Practice Forward clients when assigned.
• Provide courteous client service in person by phone and via email; cover front desk as needed.

Quality & Continuous Improvement

• Contribute to process enhancement initiatives to improve efficiency accuracy and client experience.
• Participate in firm and departmental meetings offering input on workflow or technology updates.
• Maintain confidentiality and uphold firm policies and professional standards.

Tax Administration Support

• Provide administrative and workflow support to assigned tax producers to improve efficiency and client service while maintaining primary Tax Service Administrator responsibilities.
• Coordinate schedules track follow-up items organize client documents and prepare administrative materials such as meeting folders and powers of attorney.
• Participate in regular planning meetings with assigned producers to review priorities deadlines and upcoming client needs.
• Communicate proactively regarding workload task priorities and scheduling to ensure timely completion of producer support activities while meeting departmental production goals.

What Were Looking For
Were seeking candidates who bring both skill and heart to their work. Youll be a strong fit if you have:

• Must be able to travel between Bryan Navasota & Madisonville offices if needed.
• High school diploma or GED required.
• Experience with Microsoft Excel Word Outlook and Adobe Acrobat.
• Ability and willingness to learn new technologies including AI-powered tools.
• Strong attention to detail and organizational skills.
• Excellent written verbal and interpersonal communication skills.
• Ability to collaborate effectively with colleagues across departments and office locations.
• Ability to set and achieve goals in coordination with firm production goals.
• Dependable proactive and able to prioritize multiple tasks.
• Ability to maintain confidentiality and work effectively within a team environment.
• Willingness to work overtime during peak tax season.
  

Preferred Qualifications

• Associates or Bachelors degree in business accounting or a related field.
• Prior experience in a public accounting or professional services firm.
• 1 year of experience in a professional office environment.
• Familiarity with tax workflow systems SafeSend Suite and document management platforms.
  

Core Competencies

• Attention to Detail
• Technology Aptitude
• Cooperation & Collaboration
• Responsive Client Service
• Organization & Accountability
• Adaptability & Flexibility
  

What We Offer
We believe great work starts with a great workplace. Thats why we invest in our people through meaningful benefits professional development opportunities and a culture that supports both personal and professional well-being.

Compensation & Financial Benefits

• Competitive salary with performance-based bonus compensation plans
• SIMPLE IRA retirement plan with firm contributions
• Firm-paid AICPA & TSCPA memberships
• Firm-paid CPA license renewal and continuing professional education (CPE)
• Paid time off to sit for CPA exams

Health & Wellness

• Medical dental and vision insurance options
• Generous paid time off sick days and paid holidays
• Paid bereavement leave
• Supportive work-life balance with a flexible work schedule

Community & Culture

• Paid volunteer hours and firm-wide community service activities
• Vibrant family-friendly office environments
• Regular firm socials team-building activities and a fun collaborative atmosphere
• Paid Fridays off from October 16 to December 31

If youre looking to grow your career with a firm that values people as much as performance wed love to hear from you.

Visit our website and social media pages:

Junior IC