Tax Administrative Assistant

A bit about us:

A growing public accounting team is seeking a detail-focused Tax Administrative Assistant to support tax professionals with the preparation, assembly, and delivery of client returns. This role is critical to ensuring accurate processing, timely distribution, and seamless workflow during peak tax periods.

Why join us?

• Hybrid position in Irvine, CA
• 100% employer-paid benefits for the employee
• Multiple comprehensive health, dental, & vision insurance plans
• 401(k) + employer match
• Generous PTO
• And more

Job Details

Responsibilities:

• Assemble and finalize tax returns for distribution
• Scan and maintain electronic and physical documentation in accordance with internal standards
• Prepare, format, proofread, and convert financial statements to PDF, including footnotes
• Generate, distribute, and track client deliverables
• Maintain tracking logs for active engagements across assigned leadership teams
• Support adherence to established operational and financial procedures
• Compile and organize data in alignment with departmental policies and reporting needs

Qualifications:

• 2+ years of administrative or operations experience within a public accounting firm
• Must have hands-on experience with both SafeSend and CCH Axcess
• Ability to work extended hours (50-60+) during busy season
• Background in processing and distributing tax returns in a public accounting setting
• Proficiency with Microsoft Office (Outlook, Word, Excel, Teams)
• Exceptional attention to detail and commitment to accuracy
• Strong organizational, time management, and multitasking skills
• Clear written and verbal communication skills
• Professional presence with a high level of discretion
• Collaborative mindset with a client-service orientation

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy