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We are seeking a detail‑oriented Tax Office Administrator to support daily operations in a professional tax office environment. This role provides administrative and financial support to tax professionals and requires prior experience organizing financial data and creating structured documents using Microsoft Word tables. The ideal candidate is highly organized, comfortable handling sensitive financial information, and able to work efficiently in a deadline‑driven setting.
Job Responsibility:
Provide administrative support to tax professionals, including document preparation, filing, and client correspondence
Assist with the preparation and organization of financial statements, reports, and supporting documentation
Create, format, and maintain tables in Microsoft Word for financial reports, summaries, and internal documents
Enter, track, and reconcile financial data accurately using Excel and internal systems
Manage client files, ensuring financial records are complete, accurate, and properly organized
Answer incoming calls, greet clients, and serve as a professional point of contact for the office
Schedule appointments, manage calendars, and support workflow during peak tax seasons
Maintain confidentiality and compliance when handling sensitive financial and tax information
Requirements:
Prior experience in an administrative role within a tax, accounting, or financial services office
Hands‑on experience preparing or supporting the preparation of financial statements
Strong proficiency in Microsoft Word, including creating and formatting tables
Working knowledge of Microsoft Excel for tracking, organizing, and reviewing financial data
Excellent attention to detail and organizational skills
Professional communication skills and client‑service mindset
Nice to have:
Experience supporting CPAs or tax professionals
Familiarity with accounting or tax software (e.g., QuickBooks or similar systems)
Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment