Tax Office Admin – 20/hr

Job Title: Tax Office Administrator

Job Summary
We are seeking a detail‑oriented Tax Office Administrator to support daily operations in a professional tax office environment. The ideal candidate is highly organized, comfortable handling sensitive financial information, and able to work efficiently in a deadline‑driven setting.

Key Responsibilities

• Provide administrative support to tax professionals, including document preparation, filing, and client correspondence.
• Assist with the preparation and organization of financial statements, reports, and supporting documentation.
• Create, format, and maintain tables in Microsoft Word for financial reports, summaries, and internal documents.
• Enter, track, and reconcile financial data accurately using Excel and internal systems.
• Manage client files, ensuring financial records are complete, accurate, and properly organized.
• Answer incoming calls, greet clients, and serve as a professional point of contact for the office.
• Schedule appointments, manage calendars, and support workflow during peak tax seasons.
• Maintain confidentiality and compliance when handling sensitive financial and tax information.

Required Qualifications

• Prior experience in an administrative role within a tax, accounting, or financial services office.
• Working knowledge of Microsoft Excel for tracking, organizing, and reviewing financial data.
• Excellent attention to detail and organizational skills.
• Professional communication skills and client‑service mindset.

Preferred Qualifications

• Experience supporting CPAs or tax professionals.
• Familiarity with accounting or tax software (e.g., QuickBooks or similar systems).
• Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment.