Tax Service Administrator

Job Description

Job Description

Join a Firm Where Your Work Matters

We're 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, you'll feel right at home here. 

At our firm, we're more than accountants—we're 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 teams—maintaining 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 it’s like to work here? Check us out on Facebook and Instagram (@brewer.eyeington.patout), or visit our website at bepcocpa.com. You’ll see a firm that values relationships, celebrates achievements, and creates space for both meaningful work and a healthy work-life balance.

What You’ll Do
As a  Tax Service Administrator (TSA) , you’ll 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 We’re Looking For
We’re seeking candidates who bring both skill and heart to their work. You’ll 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

• Associate’s or Bachelor’s 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. That’s 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 you’re looking to grow your career with a firm that values people as much as performance, we’d love to hear from you.

Apply by clicking here or on the link to the right.

Visit our website and social media pages:

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