Tax Administrative Assistant Job at Robert Half (Minneapolis)

Administrative Assistant

We are seeking a reliable and detail-oriented Administrative Assistant to join o...

Location

United States , Honolulu

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1-2 years of administrative, customer service, or office experience required (experience in a tax services or financial environment preferred)
Proficiency in Microsoft Office Suite (Word, Excel, and Outlook)
Familiarity with tax preparation software or financial management tools is a plus but not required
Excellent communication and interpersonal skills
Strong organizational and multitasking abilities with keen attention to detail
Ability to maintain confidentiality and handle sensitive information with discretion

Job Responsibility

Answer phones, manage incoming calls, and redirect or take messages as needed
Greet and assist clients in person, ensuring a professional and welcoming office environment
Schedule and confirm appointments for tax preparation services
Assist with the preparation and assembly of tax documents, ensuring all forms are completed accurately and promptly
Organize and maintain both physical and electronic files, ensuring confidentiality and compliance with company policies
Serve as the primary point of contact for client inquiries, ensuring questions are answered or forwarded in a timely manner
Collect and process required documentation from clients, ensuring accuracy and completeness
Manage daily office tasks such as ordering supplies, processing mail, and maintaining office cleanliness
Assist with data entry and updating customer information in the system
Support the tax preparation team with any additional administrative needs

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trust & Tax Assistant

A well-established and supportive Private Wealth team in Manchester is looking t...

Location

United Kingdom , Manchester

Salary:

27000.00 - 42000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Strong administrative skills and a genuine interest in private wealth, trusts, or estate work
Prior experience in a private client setting or exposure to trust/estate administration is desirable
Excellent attention to detail and ability to manage multiple tasks effectively
Strong communication, time management, and organisational skills
Proactive, self-motivated individual with the ability to take ownership of tasks
Familiarity with CCH or similar tax software is an advantage, though training will be provided

Job Responsibility

Liaising with clients, accountants, and investment managers to support trust and estate matters
Assisting with the preparation of trust accounts and returns for inheritance tax, capital gains tax, and income tax
Handling payments and capital/income distributions
Preparing documentation for trustee meetings, including drafting meeting minutes
Supporting the management of case deadlines, billing, and client updates
Assisting in the drafting and review of investment policy statements
Maintaining professional standards in all client communications

What we offer

Clear progression pathways and ongoing training in trust and tax administration
Work in a modern office based in Manchester’s Spinningfields with hybrid flexibility (up to 2 remote days per week)
Supportive environment with long-term career potential in private wealth

Fulltime

Administrative Assistant

The Administrative Assistant (AA) plays a vital role in providing critical admin...

Location

United States , Bloomington

Salary:

22.00 - 24.00 USD / Hour

Boyum Barenscheer

Expiration Date

Until further notice

Requirements

Associate’s degree (A.A.) or equivalent from a two-year college or technical school and a minimum of four years of related experience or an equivalent combination of education and experience
Proficiency with Microsoft Office programs, especially Word and Outlook
Experience and knowledge of accounting software programs such as Karbon, Ultra Tax, Engagement Manger, and Go File Room preferred
Organizational skills with the ability to prioritize work assignments
Excellent written, proofreading, problem solving, and oral communication skills
Applicants must be currently authorized to work in the United States on a full-time basis
Required to sit for long periods
Extensive computer, keyboard, and mouse use
Occasionally required to lift and/or move up to 25 pounds

Job Responsibility

Processes incoming tax documents for clients by sorting and preparing files for scanning
Uses tax preparation software to conduct front-end verification of tax files
Assists with scanning and filing documents to maintain organized records
Assembles tax returns for paper or electronic distribution to clients
Sends tax returns and 1099 forms through e-file systems and follow up on acknowledgments
Assists with the preparation and distribution of engagement letters and tax organizers
Monitors due dates for client tax returns and projects, ensuring timely follow-up
Orders celebration and memorial gifts for staff and clients
Provides receptionist relief and administrative support as needed
Backs up new client setup and project setup as required

What we offer

20 days of PTO plus 9 paid holidays
Firm paid medical plans
HSA and FSA options
Dental
Vision
Nice Healthcare
401(k) with a company safe harbor contribution
access to Boyum Barenscheer Wealth Management
Identity Protection
CPA assistance and completion bonus

Fulltime

Seasonal Administrative Assistant

ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for som...

Location

United States , Lubbock

Salary:

Not provided

ATLAS Navigators, LLC

Expiration Date

Until further notice

Requirements

Strong knowledge of computer software and programs
Friendly and social demeanor with excellent interpersonal skills
Ability to multitask and remain organized in a fast-paced environment
Strong problem-solving skills and a proactive mindset
Excellent written and verbal communication
Professionalism and attention to detail
Willingness to learn new tools and systems
Flexible, team-oriented attitude
Ability to manage shifting priorities and meet deadlines
Alignment with the company’s Mission, Vision, and Values

Job Responsibility

Utilize Microsoft Office tools, including Word and Excel, regularly
Operate firmwide software systems and manage multi-line phone systems
Greet and interact with clients professionally
Manage appointment scheduling and calendar coordination
Prepare and send outgoing mail
make occasional post office trips
Oversee general office upkeep, maintain inventory, and order supplies
Generate and distribute weekly reports
Assign incoming projects and assist in tracking progress
Scan, file, and assemble tax returns and client reports

What we offer

Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program

Tax Administrator

As a Tax Administrator, you'll play a key role in supporting the day-to-day oper...

Location

United Kingdom , Central London

Salary:

35000.00 - 40000.00 GBP / Year

Butler Rose

Expiration Date

Until further notice

Requirements

Strong organisational skills and the ability to manage multiple tasks effectively
Previous experience in an administrative role within an accountancy practice (desirable)
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Teams)
Confidence working with performance and practice software (e.g., CCH, Alphatax) - training can be provided
Understanding of AML and regulatory compliance (desirable)
High attention to detail and a proactive, team-focused approach

Job Responsibility

Act as the first point of contact for departmental enquiries, providing prompt and professional responses
Manage incoming and outgoing post, deliveries, and telephone calls
Organise meeting rooms, equipment, and catering for internal and client meetings
Monitor departmental supplies and oversee procurement processes
Prepare, update, and format documents using Microsoft Office
Handle printing, scanning, filing, and general document management
Follow up on missing timesheets to ensure timely completion
Assist with diary management and scheduling support
Maintain practice management systems, ensuring data is accurate and up to date
Support client onboarding, invoicing, and disengagement processes

Fulltime

Administrative Assistant

Robert Half is the world’s first and largest specialized talent solutions firm t...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong work history with three-plus (3+) years of experience as an administrative assistant
detail oriented demeanor and ability to interface with the partner group and client personnel
A high level of personal integrity and detail oriented ethics
Strong communication skills both written and verbal
ability to communicate directly with client personnel, internal teams and external advisors
Able to work effectively in a dynamic work environment
Exceptional organizational skills and attention to detail
Ability to prioritize and manage multiple projects, work quickly and efficiently under pressure
Highly developed skills with Microsoft Office including Word, Excel, Outlook, Power Point, Visio and Adobe Acrobat
Strong interpersonal skills

Job Responsibility

Responsible for general administrative tasks such as, filing, travel & expense reports, phone support
Act as liaison for Fort Worth professionals to schedule meetings with client or outside advisor personnel
Responsible for assisting with presentations, procedural documentation, operation manuals, and workflow charts
Responsible for gathering raw data from various sources and develop strategies to analyze and simplify data into reports and visualizations to communicate findings effectively
Responsible for working with designated client business unit teams to maintain structure charts, obtain entity tax identification numbers, and prepare certain tax elections
Work with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents
Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing
Maintain knowledge of Firm policies and procedures, and answer, refer or direct requests and inquiries

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Part-Time Administrative Assistant

We are seeking a detail-oriented and organized Part-Time Administrative Assistan...

Location

United States , Sacramento

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven administrative or assistant experience
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Excellent time management and organizational skills
Strong written and verbal communication skills
Ability to multitask and prioritize effectively
High school diploma or equivalent required
additional qualifications a plus
Experience at a tax firm preferred

Job Responsibility

Perform general administrative tasks such as filing, data entry, and managing correspondence
Answer and direct phone calls, emails, and other inquiries
Schedule appointments and maintain calendars
Assist in preparing reports, documents, and presentations
Maintain office supplies and equipment, placing orders as needed
Provide support for special projects as assigned

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Parttime

Administrative Assistant

The Administrative Assistant will be a blended role responsible for all admin ta...

Location

United States , New York

Salary:

90000.00 - 110000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
2-4 years of admin or office management experience
Advanced Microsoft Office skills
Strong organizational, project management, and problem-solving skills

Job Responsibility

Meeting coordination and calendaring
Work with the firms travel agent to facilitate travel arrangements for team members
Acts as a liaison between finance team members and expense coordinator to provide receipts and allocations for expense reimbursement
Coordination of CFO’s signature for various corporate documents
Act as the administrator for Concur and Replicon and maintain a user list
Work with Tax Director to gather employee work locations for filings
Assist treasury analyst in bank account openings as well as entity maintenance process
Assist in the booking of firm sponsored events
Schedule vendors for repairs and service maintenance for the office
Purchase necessary office supplies

Fulltime

Tax Administrative Assistant

Robert Half

Location:
United States , Minneapolis

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 29, 2026

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Additional Information:

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Job Posted:
January 29, 2026