Administrative Tax Assistant

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Position Overview

Forrestall CPAs, LLC, is seeking a highly organized and detail-oriented Administrative Tax Assistant to join our growing firm. This role is perfect for someone with strong administrative skills, an interest in tax-related work, and the ability to manage multiple tasks in a fast-paced environment. You will play a key role in supporting our tax team with client communication, tax filing assistance, and general administrative tasks.

Key Responsibilities

• Tax Filing Assistance: Support the tax team in preparing and filing tax returns by gathering required documentation and assisting with administrative tasks.
• Client Billing: Prepare and issue client invoices for tax services, ensuring accurate billing codes and rates. Communicate with clients regarding billing inquiries and payment status.
• Payment Processing: Handle client payments via phone, in person, or online, maintaining accurate payment records and resolving discrepancies as needed.
• Appointment Scheduling: Manage the tax team's calendar, schedule client appointments, coordinate meetings, and send reminders to ensure deadlines are met.
• Data Entry & Reporting: Input client data into internal systems, generate reports, and assist with spreadsheet creation.
• Administrative Support: Answer calls, respond to emails, photocopy, scan, and maintain office supplies to support daily operations.
• File Management: Maintain and update client records and tax files in a confidential, organized, and efficient manner.

Minimum Qualifications

• High school diploma or equivalent.
• Previous experience in an administrative role.
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Excellent organizational skills and attention to detail.
• Strong verbal and written communication skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong problem-solving skills and ability to handle sensitive information confidentially.
• Willingness to learn and grow within the firm.

Preferred Skills

• Experience in a CPA firm or accounting office.
• Familiarity with Thomson Reuters software suite .
• Associate or bachelor's degree in accounting, business, or a related field.
• Knowledge of tax terminology, forms, and filing requirements.

Working Conditions

• Full-time position with occasional overtime during tax season (January - April).
• Office-based role with standard working hours, though some flexibility may be required during peak periods.
• Half-day Fridays in the summer and fall to balance out the longer hours worked during tax season.

Why Join Us?

• Competitive rate and benefits package.
• Collaborative and supportive team environment.
• Opportunities for professional development and career growth.
• Engaging work with exposure to a variety of clients and tax-related tasks.
• Work-life balance perks, including half-day Fridays outside of tax season, firm outings, etc.

If you are a motivated and detail-oriented individual looking to contribute to a professional tax team, we encourage you to apply for the Administrative Tax Assistant position at Forrestall CPAs, LLC .

Job Type: Full-time

Pay: $18.00 - $21.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Work Location: In person