Tax Administrative Assistant
Keep client communications, documents and tax workflows moving while helping our professionals deliver an organized and responsive client experience.
Keep the Work Moving. Help Clients Feel Supported.
AFairchild is seeking a highly organized, detail-oriented and client-focused Tax Administrative Assistant to support our Tax Department. This role serves as a central point of coordination for client communications, document management, workflow administration and tax return delivery.
You will help information, documents and client communications move efficiently throughout the tax engagement lifecycle. Using Karbon Practice Management, Truss Document Intake, CCH Axcess, DocuSign and Microsoft 365, you will maintain accurate project records and support tax professionals in meeting client deadlines.
Key Responsibilities
Coordinate the information, technology and communication that help tax engagements move from document collection through filing and delivery.
- Assemble, process and deliver tax returns through approved electronic and paper methods.
- Organize, scan, index and archive tax documents in accordance with firm procedures.
- Manage source-document scanning, AutoFlow processes and client document routing.
- Prepare client tax summaries, filing instructions and invoice packages.
- Assist with extensions, e-file acknowledgments, rejections and processing confirmations.
- Coordinate documents received through mail, email, portals and in-person delivery.
- Send engagement letters, organizers, authorization forms and other client documents.
- Respond to client questions about return status, billing, document requests and filing requirements.
- Manage the Tax Administration mailbox and route communications to the appropriate team members.
- Maintain project statuses, due dates, assignments and workflow records in firm systems.
- Generate and monitor client requests, reminders, questionnaires and task notifications.
- Assist clients with uploads, intake requests, electronic signatures and other technology processes.
- Maintain organized client files, document tracking records and retention information.
- Log and distribute IRS, state and local correspondence for professional review.
- Support scheduling, seasonal initiatives, special projects and firm events.
- Provide backup support for the Front Desk Administrator and Billing Manager when needed.
Qualifications
An organized, adaptable professional who communicates clearly, learns technology quickly and takes pride in accurate, responsive support.
- Associate degree or equivalent work experience preferred.
- One to three years of administrative, tax, accounting or client-service experience preferred.
- Experience in a CPA firm, accounting firm or professional-services environment preferred but not required.
- Experience with Karbon Practice Management or similar workflow software preferred.
- Experience with Truss Document Intake, secure portals or document-collection systems preferred.
- Experience with Wolters Kluwer CCH Axcess preferred.
- Proficiency with Microsoft 365, including Outlook, Word, Excel, Teams and SharePoint.
- Strong computer skills and the ability to learn new technologies quickly.
- Exceptional organization, time management, attention to detail and accuracy.
- Ability to manage multiple priorities and deadlines independently.
- Strong written and verbal communication skills.
- Commitment to client service, confidentiality and professional follow-through.
- Ability to adapt and thrive in a fast-paced, deadline-driven environment, particularly during tax season.
Support for Your Work and Growth.
AFairchild offers a competitive package designed to support employees professionally and personally.
Competitive Pay
Competitive salary and bonus opportunities.
Health Benefits
Comprehensive health, dental and vision insurance.
Retirement
Retirement plan options.
Time Away
Paid time off and firm holidays.
Development
Professional development and continuing education opportunities.
Leadership Development
Access to AFairchild's Leadership Development Program.
Annual Reviews
Annual performance reviews that support continued growth.
Team Connection
Company events and team-building activities.
Compensation is commensurate with experience. Benefits are subject to applicable plan terms and eligibility requirements. AFairchild is an Equal Opportunity Employer committed to an inclusive, collaborative and supportive workplace.
Build Your Career With AFairchild.
Bring your organization, technology skills and commitment to exceptional service to a team that values excellence and trusted relationships.
