What are the responsibilities and job description for the Tax Administrator position at SteelPeak Wealth?
Location : Santa Barbara, CA (Onsite – In-Office Role)
Salary : $45-60k | Full-Time | No Travel
Who We Are
At SteelPeak Tax Consulting, we’re not your typical tax firm. We don’t just crunch numbers—we help businesses and high-net-worth individuals strategize year-round to maximize tax savings. Our firm is growing, and we need a friendly, organized, and detail-oriented professional to be the first point of contact for our clients and support our tax team with key administrative tasks.
What You’ll Be Doing
Front Desk Management – Greet clients, answer calls / emails, and ensure a welcoming office environment
Scheduling & Calendar Management – Coordinate client appointments and keep our tax team on track
Document Handling – Organize tax files, collect client paperwork, and ensure everything is complete before deadlines
Tax Return Processing Support – Assist in reviewing submissions and checking for missing information
Administrative Tasks – Billing, data entry, maintaining client records, and supporting tax professionals with day-to-day office needs
Office Coordination – Order supplies, handle mail, and ensure smooth office operations
You’ll Be a Great Fit If :
You have 2 years of experience in an administrative or receptionist role (bonus if in a tax or accounting firm!)
You’re highly organized and can handle multiple tasks efficiently
You have strong communication skills —you’re professional, friendly, and proactive
You’re comfortable with Microsoft Office, CRM Systems and learning new tax software
You’re a team player who enjoys supporting others and keeping things running smoothly
Perks & Benefits
Competitive Salary based on experience
401(k) plan with company contributions
Health Insurance (100% paid for employees)
Paid Time Off & Holidays
Growth Opportunities within the firm
A collaborative, supportive team that values your role!
Next Steps
Think you’re a great fit? Here’s what happens next :
1️⃣ Submit your application
2️⃣ 30-min prescreen interview
3️⃣ 60-min background interview
4️⃣ Final interview & offer
Apply today—we’d love to meet you!
Salary : $45,000 - $60,000
