Description :
The Tax Administrative Assistant will be responsible for a variety of clerical tasks, project tracking, calendar management, and data entry activities to ensure the smooth operation of our tax services department.
Primary Duties :
Perform clerical tasks such as scanning, billing, revenue collection, and documentation to support tax preparation and filing processes.
Assemble tax returns and supporting documentation in accordance with established procedures and deadlines. Filter and manage incoming documents, emails, and correspondence related to tax matters.
- Run weekly reports to track project progress and communicate updates to relevant staff members. Maintain project tracking systems and databases to ensure accurate and up-to-date information is available for decision-making.
- Assist managers and the director in managing their calendars, scheduling appointments, and coordinating upcoming events and meetings.
Ensure timely communication and reminders regarding scheduled events and deadlines.
- Enter client information and financial data into the tax preparation software accurately and efficiently. Maintain electronic and physical files in an organized manner for easy retrieval and reference.
- Collect and organize client information and documents required for tax preparation and planning purposes. Collaborate with tax advisors to ensure all necessary information is obtained and documented for each client.
- Manage and prioritize emails for the director, including responding to routine inquiries and flagging important messages for attention.
- Collaborate with the Certified Financial Planner (CFP) team to update financial plans with relevant tax information and data as needed.
Required Skills :
- General Business or Accounting degree preferred but not required
- Previous office work experience
- Experience workign for a CPA firm is a huge plus
- Attention to detail
Job Type :
This is a permanent position.
About Aston Carter :
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies.
We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence.
With offices across the ., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service.
Diversity, Equity & Inclusion
At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through :
- Hiring diverse talent
- Maintaining an inclusive environment through persistent self-reflection
- Building a culture of care, engagement, and recognition with clear outcomes
- Ensuring growth opportunities for our people
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.