Part Time Administrative Position

Anticipated Hiring Range: $25$35/hour
Classification: Year Round Part-Time (Approx. 20 hours/week; increased hours FebruaryApril)
Reports To: Director of Operations
Location: Loveland, Colorado (Hybrid opportunity after onboarding)
Position Summary
We are seeking a detail-oriented Administrative Assistant to support our tax and client service operations, particularly during tax season. This role plays a key part in organizing workflows, managing client information, and ensuring a smooth and efficient experience for both clients and our internal team.
This is a great opportunity for someone with basic tax experience who enjoys organization, client interaction, and working behind the scenes to keep processes running effectively. There is opportunity to expand into a larger role over time.
Experience, Knowledge and Skills
Minimum Requirements

Experience supporting or preparing individual tax returns (1040s)
Strong attention to detail and ability to manage deadlines
Organized and process-driven with strong follow-through
Based in Colorado
Preferred Skills

Experience working in a tax, accounting, or financial services environment
Familiarity with CRM systems, tax software, or client portals
Experience organizing client documents and managing workflows
Exposure to multiple tax returns or tax seasons
Comfortable supporting tax preparation work for review (not required to prepare independently)
Essential Functions and Job Duties
Tax Operations & Support (Primary Focus During Tax Season)

Manage tax client onboarding and ensure all required information is collected
Oversee document collection through the client portal
Follow up with clients on missing documents and provide guidance on required materials
Review incoming documents for completeness and accuracy
Monitor project status alerts in the client portal and keep the team informed
Assist with preparation of individual tax returns (1040s) and related documentation
Support extensions, estimated payments, and state filings
Handle e-file workflows, including Form 8879 routing and confirmations
Prepare and assist with client-facing tax letters and communications
Ensure returns stay within the scope of service and are completed on time
Assist with quarterly estimated tax payments and tracking payment status
Extract and organize 1099 and DAF data for CPA input
Manage tax notices and assist with resolution workflows (including Protection Plus claims)
Wealth Client Service & Account Support

Assist with client service requests and account maintenance: Address updates, Contact information updates, Account linking/delinking
Support onboarding and upfront client engagement processes
Assist with recurring CRM maintenance
Help manage and maintain accurate client data across systems
Insurance & Additional Support

Prepare insurance quotes and illustrations
Manage applications through underwriting to in-force status
Coordinate communication between clients, carriers, and advisors
Client Experience & Communication

Schedule and conduct welcome calls for new tax clients
Provide timely and professional communication with clients
Ensure a smooth and organized client experience across all touchpoints
What Success Looks Like

Organized, timely, and accurate handling of tax workflows during peak season
Proactive follow-up with clientsnothing falls through the cracks
Clean, well-maintained systems and client data across platforms
High-quality client experience across both tax and wealth interactions
Strong internal communication and coordination with the team
Team-oriented with a strong client-first mindset
Additional Context

Hours could increase during tax season (FebruaryApril)
Cross-functional role supporting both tax and wealth teams
Opportunity to grow into expanded operational or client service roles