Key Responsibilities of Tax Administrative Assistant

The ideal candidate will possess strong organizational skills, impeccable attention to detail, and the ability to handle confidential information with discretion. This role requires a proactive and resourceful individual who can anticipate the needs of executives and effectively manage multiple priorities in a fast-paced environment.

Provide administrative support to tax professionals, including managing calendars, scheduling appointments, and coordinating meetings.
Assist with tax return assembly and processing, including organizing client documents, preparing engagement letters, and tracking filing deadlines.
Organize, scan, and process tax-related paperwork efficiently.
Perform electronic document scanning and ensure proper archiving.
Manage the scan and autoflow process for client documents used by tax preparers.
Manage the mail for incoming client documents that have to be scanned and logged.
Greet clients and review tax documents from clients who visit the office and drop off documents.
Update tax projects to ensure a streamlined process for the tax department.
File documents for Tax Team
Assist Tax Staff with appointments.
Maintain electronic and physical filing systems to ensure accurate and timely documentation of client records and correspondence.
Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email.
Collaborate with team members to ensure smooth workflow and efficient completion of tasks.
Assist with special projects and other duties as assigned by supervisors.
Process all certified and FedEx mailings to clients regarding tax documents.
Handle IRS correspondence as necessary.
Assist with various administrative tasks, including preparing and managing lunch for staff when required.
Provide support to the Business Owner (CFO) as needed.
Serve as a backup to the Front Desk Administrator and Tax Team Lean when required.

Experience & Education

Exceptional client service with a demonstrated ability to develop and maintain outstanding client relationships is expected.
Strong knowledge and experience using Google Docs.
Deadline-Oriented: Comfortable working in a fast-paced, deadline-driven environment, particularly during tax season.
Tax Experience: 1-3 years of experience in tax-related roles, especially during tax season, is preferred but not required.
Effective Communication: Strong interpersonal skills to collaborate with individuals at all organizational levels.
Strong organizational skills and attention to detail, with the ability to prioritize and manage multiple tasks effectively.
Excellent communication skills, both verbal and written, with a professional and courteous demeanor.
Ability to maintain confidentiality and handle sensitive information with discretion.
Team player with a positive attitude and willingness to assist colleagues as needed.
Familiarity with tax terminology and procedures is desirable but not required.

If you are a motivated and organized professional looking to start or advance your career in a dynamic Tax Firm, we encourage you to apply for the Tax Administrative Assistant position. Please submit your resume and cover letter outlining your qualifications and interest in the role.

Working at Jackson Hewitt

Jackson Hewitt is an innovator with nearly 6,000 locations, and we’re on a mission to change the face of the tax industry. We are an industry-leading provider of full-service individual, federal, and state income tax preparation with offices across the country. Jackson Hewitt is always seeking to improve its financial products, promotions, and partnerships so clients get more.

Taxes are fun (really!)

Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. With nearly 6,000 locations to choose from, there's likely a Jackson Hewitt location near you, including at your local Walmart store. Tax preparers have flexible scheduling and various rewards too.

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More than just a job. Start your career.

Work-Life Balance

We offer seasonal opportunities and flexible schedules for a variety of positions. That leaves the rest of your time to build out your dreams, grow your skills, spend time with family, and live your life.

Stability

Over 150 million people file taxes every year and more than half use tax services.

Be the Difference

Who knows your community better than you do? Join a team that helps your neighbors with what is likely their most important financial transaction of the year.

Recognition and Appreciation

Jackson Hewitt recognizes top performers through the Tax Pro bonus program and other award drawings.

Jobs with Career Potential

Build your future—and your resume—with skills that don’t age. Get a start in the tax business and build the career you want.

Giving Back

Retail locations are often heavily involved in their local communities and charities.

Celebrating Success

Districts across the nation host conference calls that start with recognition of wins in client satisfaction, returns completed, and other company objectives. At the end of each tax season, teams in each district come together to celebrate the season’s accomplishments.

Transferable Skills

Learning to prepare taxes will benefit you at Jackson Hewitt and beyond.