In-Office Tax Admin Pro | Fast-Paced & Detail-Driven

Colorado Railroad Museum; Solana Beach (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) profit sharing

Life and disability insurance

Lifestyle spending account

Certification incentives

Education assistance

Referral program

Job summary

Eide Bailly is seeking a Tax Administrative Assistant to support the tax department in Solana Beach, CA. The role requires multi-tasking in a fast-paced, high-volume office with strong confidentiality and client service focus.

You will handle returns processing, engagement letters, document preparation, and database maintenance, while coordinating with partners and staff. Prolonged standing and lifting up to 20 lbs are expected.

Qualifications

• High school diploma required.
• 3+ years in administrative support.

Responsibilities

• Provide operational administrative support to the tax department to optimize efficiency and client satisfaction.
• Process and assemble tax returns, extensions, e-filings, and tax organizers.
• Prepare, send, and track tax engagement letters.
• Prepare correspondence, proofread, and format documents.
• Maintain databases, new client setup, spreadsheets, project tracking, and due date reports.

Skills

Excel

Word

DocuSign

Adobe Acrobat

Outlook & Teams

Education

High school diploma

Tools

CCH Access Tax

CCH Document

CCH Engagement

1040 Scan

Autoflow

Salesforce

Job description

Eide Bailly is seeking a Tax Administrative Assistant to support the tax department in Solana Beach, CA. The role requires multi-tasking in a fast-paced, high-volume office with strong confidentiality and client service focus.

You will handle returns processing, engagement letters, document preparation, and database maintenance, while coordinating with partners and staff. Prolonged standing and lifting up to 20 lbs are expected.