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. This role provides administrative and financial support to tax professionals and requires prior experience organizing financial data and creating structured documents using Microsoft Word tables. 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.
• Hands‑on experience preparing or supporting the preparation of financial statements.
• Strong proficiency in Microsoft Word, including creating and formatting tables.
• 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.