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Tax Administrative Assistant

Administrative AssistantAdministrative AssistantFull TimeRemoteMid LevelTeam 1-10H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

2 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Tax Administrative Assistant

Paired

Role Description As a Tax Operations & Client Success Specialist, you will play a vital role in managing tax-related processes and fostering positive relationships with clients. You will collaborate with various teams to ensure tax compliance and deliver exceptional service to clients. Key Responsibilities - Client Communication & Coordination - Manage client communications via phone and email. - Follow up on outstanding documents and requests. - Provide updates on tax return status and workflow progress. - Coordinate appointments and scheduling. - Route technical tax questions to the appropriate team members. - IRS & Tax Administration - Contact the IRS and Franchise Tax Board regarding notices and correspondence. - Pull tax transcripts and maintain detailed records. - Request penalty abatements and assist with administrative tax resolutions. - Research balances, payments, filing history, and notices. - Follow up on unresolved client matters. - Entity Filings & Compliance Support - Assist with LLC formations and business registrations. - Coordinate Secretary of State filings and Statements of Information. - Support S-Corporation election filings. - Track compliance deadlines and annual filing requirements. - Workflow & Operations - Coordinate quarterly estimated tax payment schedules. - Maintain internal tracking systems and spreadsheets. - Support tax return workflow management and delivery. - Keep client records accurate and up to date. - Serve as a liaison between clients and internal departments. Qualifications - Prior experience working in a U.S. tax office, CPA firm, accounting firm, or tax resolution firm. - Experience handling IRS correspondence and tax-related administrative workflows. - Strong written and verbal English communication skills. - Excellent organizational skills and attention to detail. - Comfortable speaking with clients and government agencies. - Strong proficiency with Google Workspace and spreadsheets. - Ability to manage multiple priorities in a fast-paced environment. Benefits - Competitive salary (USD) - Work From Home - Flexible hours

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