Tax Office Assistant

Tax Office Assistant

The Tax Office Assistant plays an essential role in keeping our office organized and ensuring smooth client experiences. You'll handle administrative duties, manage client communication, and support tax preparers with documentation, scheduling, and data entry.

This is a great entry point for someone interested in growing within the tax, accounting, or finance industry training is provided!

Responsibilities :

Greet clients and provide friendly, professional customer service

Answer phone calls, emails, and schedule appointments

Organize and maintain digital and paper files

Collect and verify client tax documents (W-2s, 1099s, IDs, etc.)

Assist tax preparers with data entry and software updates

Prepare basic correspondence, invoices, and reports

Support marketing and client outreach efforts during tax season

Maintain confidentiality and professionalism at all times

Qualifications :

Strong organizational and multitasking skills

Excellent communication and customer service abilities

Basic computer skills (Microsoft Office, Google Workspace, or similar)

Ability to maintain accuracy with confidential information

Reliable, punctual, and eager to learn

Previous office or administrative experience preferred (not required)

A go-getter attitude with willingness to assist and grow within the company