Tax Administrative Assistant

Job Description

Job Description

Tax Administrative Assistant

Compensation: $20.00 - $25.00 per hour

Employment Type: Full-Time or Part-Time Available

Work Arrangement: Remote / Hybrid

Join a Growing Tax Firm

Lee Neville Tax, LLC is seeking a highly organized and detail-oriented Tax Administrative Assistant to support our tax preparation and client service teams.

This position plays a critical role in ensuring client information is accurately received, organized, processed, and routed through our workflow systems. The ideal candidate enjoys working with technology, managing details, assisting clients, and helping maintain efficient office operations.

This role is perfect for someone who enjoys administrative work, client communication, process management, and supporting a professional team environment.

Position Responsibilities

Client Service & Communication

• Serve as a point of contact for clients regarding administrative and document requests.
• Assist clients with accessing and using the client portal.
• Communicate with clients regarding missing information and document requests.
• Schedule client meetings and appointments.
• Answer incoming phone calls and respond to general inquiries.
• Maintain professional and courteous client communications.

Data Entry & Document Management

• Enter and verify client information within firm software systems.
• Upload, organize, and manage client documents.
• Review submitted documents for completeness.
• Maintain accurate electronic client files.
• Scan, import, and process tax-related documents.
• Perform data entry with a high degree of accuracy and attention to detail.

Workflow & Operations Support

• Track return status and workflow progress within firm systems.
• Assist with routing projects and assignments.
• Monitor deadlines and follow-up requirements.
• Support tax preparers with administrative tasks.
• Maintain internal tracking reports and spreadsheets.
• Assist with seasonal workflow coordination.

Administrative Duties

• Prepare client correspondence and engagement documents.
• Process incoming and outgoing mail.
• Assist with onboarding new clients.
• Maintain office records and administrative documentation.
• Support firm leadership with special projects as assigned.

Required Qualifications

• Strong organizational and time management skills.
• Exceptional attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office applications.
• Ability to learn new software systems quickly.
• Professional and client-focused demeanor.
• Ability to work independently and as part of a team.

Preferred Qualifications

• Previous administrative experience in a tax, accounting, financial services, legal, or professional services environment.
• Experience with TaxDome or similar client management software.
• Experience with QuickBooks Online.
• Experience handling confidential client information.
• Experience working in a remote or hybrid environment.

Work Expectations

During tax season, additional hours may be required to support client needs, filing deadlines, and firm operations. Flexibility during peak filing periods is highly valued.

Compensation & Benefits

• Competitive compensation based on experience and qualifications.
• Health insurance benefits (for eligible full-time employees).
• 3% employer retirement contribution match (for eligible employees).
• Two (2) weeks paid time off (full-time employees).
• Paid holidays.
• Continuing education opportunities.
• Professional development opportunities.
• Remote and hybrid work flexibility.
• Collaborative and supportive team environment.

Why Join Lee Neville Tax, LLC?

At Lee Neville Tax, LLC, we believe exceptional client service begins with exceptional team members. We strive to create an environment where employees are respected, supported, and provided opportunities to grow professionally.

Our culture is built on professionalism, accountability, teamwork, integrity, and continuous improvement. Every member of our team plays an important role in helping our clients achieve success.

If you are organized, detail-oriented, and enjoy helping others while contributing to a growing professional firm, we encourage you to apply.