Tax Administrative Assistant

Job Description

Job Description

About Squire:  

Based in Orem and Salt Lake City, UT, Squire has been a trusted advisor in financial services, specializing in tax, audit, wealth, and advisory services for over 50 years. With solid values and business acumen as our foundation, Squire's culture promotes a steadfast commitment to three core values: Personal Connection, Proactive Ownership, and Thoughtful Innovation. These principles have played a pivotal role in our enduring success, guiding us through decades of growth and evolution.

Are you passionate about driving excellence and embracing innovation? We extend an invitation to individuals who share our dedication to expansion and growth. Join us and discover the opportunity to contribute to a professional services firm where your efforts are valued and rewarded. At Squire, we offer a supportive environment conducive to career development and advancement through structured mentoring programs. Apply now and be part of a team that fosters growth and encourages your professional development! 

About the role:  

The Tax Administrative Assistant supports the tax team with administrative tasks, client communications, deadline tracking, tax return assembly, and mailing. This role requires strong organizational skills, attention to detail, initiative, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate is dependable, adaptable, and professional when working with clients and staff. Additional hours may be required during peak tax seasons to meet deadlines.  

Responsibilities: 

• Assemble tax returns, e-file, and compose correspondence to the IRS

• Facilitate phone calls; handle questions and concerns; schedule and confirm meetings; and oversee the needs of department visitors.
• Manage complex queries by phone, email, and in person.
• Support relationships with Microsoft, Intuit, Oracle, the IRS, and other key organizations.
• Assist with billing processes, client bills, and collections, including related correspondence and calls.
• Support the planning and execution of firm events and functions.
• Draft, format, and edit letters, reports, and correspondence from draft stage to client-ready work; maintain compliance with record retention policies.
• Proficiently use MS Word, Excel, PowerPoint, CRM systems, and other software; research effectively online; and operate technical equipment appropriately.
• Maintain confidentiality and protect sensitive information.
• Run occasional off-site errands such as delivering documents to clients, picking up supplies, or completing postal runs; reliable personal vehicle required.

Qualifications:

• Minimum 1 year of administrative assistant experience required, preference for tax administration experience.
• Associate degree preferred.
• Proficiency with MS Office Suite, especially strong Excel skills.
• Excellent interpersonal, written, and verbal communication skills with a strong client-service orientation.
• Reliable, punctual, and responsive to team needs.
• Ability to manage projects independently, prioritize tasks, and meet deadlines under pressure.
• Demonstrated organizational skills and attention to detail.
• Adaptable to changing priorities and collaborative in problem-solving.
• Willingness to ask questions, seek guidance, and ensure accuracy in all tasks.
• Must have reliable transportation, a valid driver’s license, and the ability to use a personal vehicle for occasional firm-related errands.

Job Status: Full-Time/Hourly + Expected Overtime during busy season (Feb-Apr)

Work Location: St. George, UT

Work Arrangements: In-Office  

Squire Benefits Package   

Squire takes pride in offering our benefit-eligible employees a comprehensive benefits package tailored to meet the needs of both individuals and their families. Our benefits program is designed to provide peace of mind and ensure access to quality healthcare. Our 2025 benefits package covers 90% of the medical health premium in addition to the following: 

• Medical 
• Dental/Vision Plans
• Robust Health Savings Account Match
• Flexible Spending Account
• 401(k) Match
• Employer Paid Short-Term & Longer-Term Disability
• Employer Paid Group Life Insurance Policy
• Accident Insurance Plans
• Employee Assistance Mental Health Services
• Pet Insurance Plans
• Identify Theft Protection Plans

Squire Perks:

• Squire Culture
• Discretionary and Spot Bonus Structure
• Professional Training
• Tuition Reimbursement (for required Master level positions)
• Philanthropic Activities
• Signature Rewards Program
• Employee Assistance Programs
• Women’s Professional Development
• Fitness Reimbursement
• Accrued Paid Time Off 
• Health & Wellness Programs

Squire's dedication to excellence and quality work has garnered numerous accolades, including:

• Utah’s Best Company Award – 8 years running
• 2024 Best Accounting Firm to Work For
• 100 Companies Championing Women Award
• Accounting Today’s “Firms to Watch” in 2024
• Worksite Wellness Award 2020-2024