Administrative Assistant

Job Description

Job Description

Tax Administrative Assistant

We are looking for an experienced Administrative Assistant to support a busy tax team in Englewood, Colorado. This Long-term Contract position will serve as a key point of contact for clients while coordinating day-to-day administrative activities that keep tax engagements moving forward. The ideal candidate brings strong organizational skills, sound judgment, and a service-focused approach to handling inquiries, documentation, and office support in a detail-oriented environment.

Responsibilities:

• Welcome visitors and create a positive first impression by managing front-desk interactions for clients arriving at the office.

• Respond to incoming calls and messages, identify the purpose of each inquiry, and route matters to the appropriate member of the tax team.

• Coordinate with clients to collect outstanding tax documents and help them submit information through secure online portals.

• Provide timely updates to clients regarding document status, return progress, and routine engagement-related questions.

• Support the tax department with administrative tasks such as scanning, filing, faxing, data entry, and maintaining organized records.

• Use platforms such as Karbon and Ignition to assist with workflow tracking, engagement administration, and client follow-up activities.

• Monitor extension-related activity by tracking signatures, missing items, and the current stage of each request during peak periods.

• Offer basic first-level assistance for non-technical client questions and escalate complex tax or planning matters to team members with relevant experience.