Tax Administrative Assistant

About Us

At 415 Group, we're more than an accounting firm. We build lasting relationships with our clients and provide exceptional service through collaboration, innovation, and attention to detail. We're looking for a dependable and organized Tax Administrative Assistant to support our tax professionals and help ensure a seamless experience for our clients throughout the tax season and beyond.

Position Summary

The Tax Administrative Assistant plays a vital role in supporting our Tax Department by managing administrative processes, organizing client information, and preparing tax returns for delivery. This position is ideal for someone who is highly organized, enjoys working with technology, and takes pride in accuracy and efficiency.

Responsibilities

Process and prepare completed tax returns for delivery to clients

Download, organize, and upload client tax documents

Set up new clients and new client projects within firm software

Maintain accurate client records and electronic files

Assist with tax return workflow and project tracking

Communicate with team members regarding missing information and project status

Ensure documents are properly organized and securely maintained

Support tax professionals with administrative tasks throughout the year

Perform general administrative duties, including document management and data entry

Help maintain an organized and efficient tax department

Qualifications

High school diploma or equivalent required

Associate's degree or administrative/accounting experience preferred

Previous administrative or office experience preferred

Strong organizational skills and attention to detail

Ability to manage multiple priorities and meet deadlines

Excellent communication and customer service skills

Proficiency with Microsoft Office, including Outlook, Word, and Excel

Ability to learn new software and processes quickly

Experience with tax or accounting software is a plus

Software Used

CCH Axcess

SafeSend Returns

Microsoft Office Suite

What We're Looking For

The ideal candidate is

Highly organized and detail-oriented

Dependable and able to work independently

Comfortable working in a fast-paced environment, especially during tax season

A team player with a positive attitude

Eager to learn and continuously improve

Benefits

• Competitive hourly pay ($20.00-$25.00/hour)
• Medical, dental, and vision insurance
• Life Insurance
• 401(k) with profit sharing

Generous paid time off and paid holidays

Supportive, collaborative team environment

Join Our Team

If you enjoy staying organized, helping others, and being an important part of a collaborative team, we'd love to hear from you. Apply today and help us deliver an exceptional experience to our clients.

415 Group is committed to a policy of equal employment opportunity for all individuals and will make every effort to provide equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, mental or physical disability, veteran status, genetic information or any other classification protected by federal, state, or local law.