Tax Administrative Assistant

Key Responsibilities

• Data Entry & Client Information Management: Accurately enter, update, and maintain client records and information within internal databases and workflow systems.
• Document Review: Review financial, tax, and client documentation to ensure completeness, accuracy, and compliance with internal procedures before processing.
• Document Management: Manage the intake, organization, scanning, filing, and electronic storage of client documents. Ensure documentation is complete, secure, and readily accessible when needed.
• Client Research & Issue Resolution: Retrieve client information upon request and assist with resolving client questions related to digital platforms, document submissions, and electronic processes.
• Return Processing & Filing Support: Prepare completed returns and related documents for electronic submission and distribution while adhering to established procedures and deadlines.
• Workflow Monitoring: Monitor processing statuses, identify exceptions or errors, and perform follow-up activities to ensure timely completion of work and adherence to service expectations.
• Client Communication & Support: Assist clients with document requests, onboarding activities, electronic signatures, secure document exchange, and return delivery processes.
• Shared Mailbox & Request Management: Manage incoming requests through shared communication channels, route inquiries appropriately, process routine requests, and follow up as needed.
• Quality Assurance: Conduct reviews to ensure compliance with company policies, regulatory requirements, and established procedures. Verify the accuracy and consistency of information prior to final processing.

Qualifications

• Previous experience in an administrative, accounting, tax, financial services, or professional services environment preferred.
• Experience working with document management systems, databases, workflow software, or client relationship management platforms.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time management skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong communication and customer service skills.
• Proficiency with Microsoft Office, including Outlook, Excel, and Word.
• Strong troubleshooting, problem-solving, and critical-thinking skills.
• Ability to maintain confidentiality and safeguard sensitive client information.
• Comfortable learning new systems and