Administrative Assistant - Tax

The role

The Document Processing Services Specialist supports the tax and accounting team with client onboarding, tax document processing, electronic filing, and client communications. The role maintains organized client records and coordinates document, signature, and filing workflows.

What you will do

• Set up new clients and entities in firm systems.
• Prepare and process powers of attorney and various tax forms.
• Send and track electronic signature requests and follow up on outstanding signatures.
• Process engagement letters and obtain client signatures.
• Process and distribute completed tax returns to clients.
• E-file tax returns, monitor filing status, and resolve administrative filing issues.
• Maintain accurate, organized, and confidential electronic client files.
• Follow up with clients on outstanding documents.
• Provide professional, timely communication to clients and internal team members.

Required qualifications

• Previous experience in a CPA, tax, accounting, or professional services environment.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines and competing priorities.
• Proficiency with Microsoft Office and the ability to learn new software systems.

Nice to have

• Familiarity with tax forms and electronic filing processes.

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.