Tax Administrative Assistant
The CJ Group (Formerly Cornwell Jackson)
Tax Administrative Assistant Job Description Job Title: Tax Administrative Assistant Report to: Firm Administrator Job Summary: Assistant to the operations and administration of the tax department Salary Range & Benefits: Commensurate with experience, standard firm benefits 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
- 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.
- 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
Vacancy posted 9 hours ago
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