Tax Administrative Assistant

Job Summary

Supporting the Tax team remotely, the full-time Administrative Assistant - Tax will coordinate scheduling, maintain client files, and assist with document management to ensure timely delivery of tax services.

Key responsibilities

• Coordinate scheduling and logistics for tax workflows, including client appointments and internal meetings
• Support tax engagement administration by maintaining client contact lists and tracking document requests
• Prepare and format client-facing materials under the direction of tax leadership

Required qualifications

• Strong proficiency in Microsoft Outlook, Word, Excel, and Teams
• Ability to manage multiple deadlines, particularly during peak tax season
• Experience handling confidential information with discretion
• Strong follow-up habits and willingness to learn tax processes and terminology
• Excellent written and verbal communication skills for professional coordination with clients and teams