Administrative Assistant - Tax

The role

The Administrative Assistant – Tax supports the Tax team by coordinating administrative activities, scheduling, and workflow logistics. This person maintains key trackers and client administrative files to ensure organized delivery of tax services.

What you will do

• Coordinate scheduling and logistics for tax workflows
• Support tax engagement administration including client contact lists and document request tracking
• Prepare, assemble, and format client-facing materials
• Support document management and filing
• Assist with time and expense administration
• Provide front-line administrative support for the Tax team
• Support firm and department initiatives

Required qualifications

• Strong proficiency in Microsoft Outlook, Word, Excel, and Teams
• Comfort working with shared drives and document management standards
• Excellent written and verbal communication
• High attention to detail, organization, and time management
• Ability to work with confidential information with discretion and professionalism
• Strong follow-up habits and willingness to learn firm tax processes, terminology, and seasonal cadence

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company provides professionals access to broader career opportunities, learning, collaboration, and innovative technology.