Tax Administrative Assistant

Job Summary: As a Tax Administrative Assistant, you will play a crucial role in maintaining the smooth operation of our office and ensuring top-notch client service. Your responsibilities will encompass a wide range of administrative tasks, including professional client communication, scheduling, file management, tax assembly and general office duties.  

Key Responsibilities: 

Client Communication:  

• Maintain professional and timely communication with clients via email/phone/in-person during working hours (Monday-Friday 8am-5pm PST) 

• Assist with general inquiries and maintain a welcoming atmosphere for clients 

File Management: 

• Organize, maintain, and update client contracts and documents with meticulous attention to detail: including scanning tax documents and collating printed tax returns for clients 

Project Management 

• Assign and keep track of project statuses and due dates 

Scheduling: 

• Manage and coordinate appointments for clients and team members. 

• Effectively schedule and prioritize tasks to ensure the efficient flow of daily operations. 

Team Support: 

• Collaborate with team members to ensure the efficient flow of information and tasks within the office. 

• Assist with ad-hoc tasks and projects as needed. 

Flexibility and Prioritization: 

• Adapt to changing priorities and handle multiple tasks simultaneously. 

• Take initiative and work independently with minimal direction when required. 

Qualifications: 

• Required: 

• High school diploma or equivalent; relevant coursework or an associate degree in business administration is a plus. 

• Prior experience working in a tax/accounting firm. 

• Excellent verbal and written communication skills. 

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook), Adobe Acrobat, Google Docs/Sheets. 

• Strong organizational and time management skills. 

• Ability to maintain a high level of confidentiality. 

• A proactive and self-motivated attitude. 

• Flexibility to work in a fast-paced environment and adapt to changing priorities. 

• Preferred:  

• Proficiency with practice management and tax software programs such as Lacerte, CCH Axcess, SafeSend, Canopy 

How to Apply: If you are a detail-oriented, organized, and proactive individual looking to begin your career in the tax and accounting industry, we'd love to hear from you. Please submit your resume and a cover letter outlining your qualifications and interest in the role. 

MK Tax Solutions is an equal-opportunity employer and welcomes candidates from all backgrounds to apply. 

Note: The responsibilities and qualifications in this job description are intended to provide a general overview of the position and should not be considered an exhaustive list. Additional duties may be assigned as needed.