Tax Administrative Associate - Honolulu, HI

Position: Tax Administrative Associate

Firm: E.A. Buck

Location: Honolulu, HI

Overview:

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We're seeking a Tax Administrative Associate to join our growing team! The Tax Administrative Associate provides administrative and operational support to the E.A. Buck Accounting & Tax Services (EABATS) team while delivering exceptional customer service to clients and internal team members.

This role supports day-to-day tax operations through scheduling, client communication, document management, tax preparation support, and administrative

coordination. The ideal candidate is highly organized, detail-oriented, customer-focused, and comfortable working in a fast-paced professional environment, especially during tax season.

This position is primarily based in Honolulu, HI.

What you'll do:

• Answer incoming calls, emails, and client inquiries in a professional and timely manner.
• Schedule appointments and coordinate calendars for tax professionals and clients.
• Serve as a primary point of contact for select tax clients and provide exceptional customer service.
• Monitor, organize, and track client workpapers and documentation needed for tax preparation.
• Assist with tax season processes including scanning, assembling, logging, tracking signatures, and delivering tax returns.
• Input and maintain accurate client information within CRM, tax software, and internal systems.
• Coordinate invoice billing, payments, and collection activities.
• Maintain organized files, records, and documentation while ensuring data accuracy and confidentiality.
• Support tax professionals with administrative, operational, and process-related tasks.
• Assist with special projects, internal process improvements, and other administrative duties as assigned.

What We're Looking For:

• High school diploma required; Associate's or Bachelor's degree preferred.
• 2 years of administrative experience preferred, ideally within a tax, accounting, or professional services environment.
• Job offer is contingent upon successful completion of a background investigation and reference checks.
• Strong interpersonal communication and customer service skills.
• Highly organized and detail-oriented.
• Strong analytical and problem-solving skills.
• Advanced computer and data entry skills.
• Self-directed and self-motivated.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional discretion and ability to handle confidential client information appropriately.

Bonus Points:

• Tax, accounting, or financial services environments.
• Administrative support within a professional office setting.
• Client service and appointment coordination.
• CRM systems, tax software, or document management systems.

What You'll Get:

Pay & Perks:

• Base Salary range of $40,000 to $45,000 per year, based on experience.
• Competitive benefits package including 100% employer paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching.

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com


Pay Range: $40,000 - $45,000 per year