Tax Administrator

Location: DFW Metroplex
Firm Size: 40-50 employees
Reports To: CIO  Partner

We are a dynamic, growing CPA firm serving a diverse client base across industries including construction, real estate, manufacturing, retail, restaurants, and governmental entities. With a focus on exceptional client service and technical excellence, we provide an environment where professionals can thrive and grow toward partnership.  As one of Texas' premier certified public accounting firms, we are proud to be recognized as:

🏆 2025 Best-In-State CPAs by Forbes Magazine
🏆 2024 America's Top 200 CPAs by Forbes Magazine

🏆 D Magazine CPA Industry Leader
🏆 #2 Best Places to Work in DFW — Dallas Business Journal, 2023 (Small Company Category)

We combine deep industry expertise with a personalized, relationship-driven approach — treating each client like family and tailoring solutions to meet your unique financial goals. Whether you’re an individual, a growing business, or an established enterprise, we deliver insights and strategies that drive results.

Position Summary

AFairchild LLC is growing rapidly and is seeking a proactive and organized Front Desk Administrative Assistant to join our team. In this role, you will be the face of the company, responsible for managing front desk operations while providing essential administrative support across multiple departments. The ideal candidate will have strong organizational skills, the ability to multitask in a fast-paced environment, and a friendly, professional demeanor.

Key Responsibilities

Tax Return Management:
  • Assembly, processing, and delivery of tax documents (paper and Efile).
  • Organize, scan, and process tax-related paperwork efficiently.
  • Perform electronic document scanning and ensure proper archiving.
  • Send Client Invoice and Tax Summary to client.
  • Manage the scan and autoflow process for client documents used by tax preparers.
  • Manage the mail for incoming client documents that has to be scanned and logged.
  • Greet clients and review tax documents from clients who visit the office and drop off documents.
  • Update CCH Axcess tax projects to ensure a streamlined process for the tax department.
  • File documents for Tax Staff.
  • Assist Tax Staff with appointments.

Client Communication:

  • Send Client Engagement letters via DocuSign or Adobe.
  • Send Client Tax Authorization forms via DocuSign or Adobe.
  • Manage responses from clients regarding tax filing, tax status and ensuring timely and effective communication.
  • Field all client communication regarding tax invoices, signing process, and other tax related questions as needed.
  • Manage Admin mailbox for incoming client files to the portal, signed documents, and tax rejections, acceptance and extensions.
  • Contribute to client satisfaction by addressing client needs and concerns, fostering long-term working relationships.

Administrative Support:

Assist with various administrative tasks, including preparing and managing lunch for staff when required. 

  • Oversee client document storage and maintain log sheets for tax document workpaper return.
  • Process adjusting journal entries (AJEs), including printing TB and AJE reports, and delivering them to clients or accountants.
  • Log and manage IRS correspondence as necessary.
  • Provide support to the Chief Financial Officer (CFO) as needed.
  • Serve as a backup to the Front Desk Administrator and Billing Manager when required.

Qualifications

  • Previous experience supporting multiple leaders preferred
  • Ability to work in a fast-paced environment including managing across multiple departments
  • Friendly, responsible, reliable, and dependable
  • Motivated self-starter, adaptable, and a team-player
  • Organized with good time management skills to complete tasks on time
  • Ability to handle sensitive information and maintain high level of confidentiality
  • Experience in bookkeeping or accounting is a plus
  • Experience with Wolters Kluwer CCH Axcess suite of programs is preferre,d but not required.
  • Experience with excel, document and the Microsoft Office Suite of products preferred
  • Willing to work in a Hybrid environment that requires to be on site 4 days a week

Why Join Us?

  • Opportunity to lead and grow a critical service line.
  • Clear path to partnership for motivated professionals.
  • Collaborative and supportive firm culture.
  • Diverse and challenging client base.
  • Competitive compensation and benefits package.