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Tax Administrative Assistant

$33 - $35 per hour

Daley and Associates

Tax Administrative Assistant


We are currently seeking candidates for a Tax Administrative Assistant at a multi-service law firm (multiple locations) in Downtown Boston, MA, 02109.


The ideal candidate will have 2+ years of experience in support of a Tax/Trust/Accounting professional services environment.

Experience with OneSource Trust Tax, CCH Axcess Tax, or AccuTrust is highly preferred.

This is a temporary role with an opportunity to become permanent.

Hourly Pay Rate: Between $33.00-$35.00 per hour (based on relevant work experience)

Starts August 31st, 2026.

On-site 5 days per week.

Responsibilities
  • Use and maintain tracking systems for fiduciary tax returns
  • Process and mail all tax returns to various jurisdictions, and mail 1099s and K-1s to beneficiaries and their accountants
  • Proof and perform minor editing of routine tax department correspondence
  • Use and maintain separate tracking systems for various tax return types including Individual, Fiduciary, Partnership, Foundation, Estate and Gift Tax
  • Prepare bulk quarterly estimated tax check requests in Excel format
  • Set up new client files while maintaining all current tax files
  • Maintain records and filing systems
  • Type IRS correspondence and engagement letters
  • Scan and process incoming mail including tax notices and refund checks
  • Print and process prepared tax returns for delivery to clients

Qualifications
  • Bachelors degree
  • 2+ years of experience in support of a Tax/Trust/Accounting professional services environment
  • Proficiency in MS Office Suite, including Word, Excel, and Outlook
  • Experience with OneSource Trust Tax or CCH Axcess Tax or AccuTrust is highly preferred
  • Ability to work with frequent interruptions and changes in workflow
  • Must be highly organized and able to manage time extremely well
  • Must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment
For immediate consideration, interested and qualified candidates, please email an updated resume in a Word document to View email address on click.appcast.io
Vacancy posted 14 hours ago
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