Tax Administrative Assistant

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Free food & snacks
• Health insurance
• Opportunity for advancement
• Paid time off

Calling all tax support superstars!

The Tax Administrator is responsible for providing administrative support to the Tax Department. The role involves managing various tasks related to tax document processing, client communication and internal procedures.

Key responsibilities include:

Assembly, processing & delivery of tax documents (paper & efle)
Organize, scan, and process tax -related paperwork efficiently
Send Tax Summary to clients
Manage status of tax finalization progress
Assist the billing department with collection of tax preparation invoices
Manage the scan & autoflow process for client documents used by tax preparers
Manage the mail for incoming client tax documents
Manage office calendar
Send client engagement letters
Send Client Tax Authorization forms via DocuSign
Manage responses from clients regarding tax filing, tax status and ensuring timely and effective communication
Field all client communication regarding signing process & other tax related questions as needed
Manage Admin email, files received via client portal, signed documents, tax rejections, acceptance and assist tax team with extensions.
Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals
Provide support to the CEO
Serve as backup to the Front Desk Administrator and Billing Manager as needed

Qualifications:

Ability to work independently and handle sensitive information confidentially
Microsoft Office Suite required (Excel, Word, Outlook, etc)
Strong interpersonal skills to collaborate with the team
Must be detail oriented
Comfortable working in a fast-paced, deadline driven environment, particularly during tax season.