Tax Admin Assistant – Fast-Paced Office + Benefits

Eide Bailly; Solana Beach (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) profit sharing

Education assistance

Job summary

Eide Bailly in Solana Beach, CA seeks a Tax Administrative Assistant to provide essential support to the tax department. The role emphasizes accuracy, client confidentiality, and the ability to multi-task in a fast-paced environment.

You will manage tax documents, engage with staff, and assist with project tracking and communications. The ideal candidate has a high school diploma, 3+ years of admin experience, and proficiency with Excel, Word, DocuSign, and related tax software.

Qualifications

• High school diploma and 3+ years of administrative support experience.
• Experience in public accounting administration is a plus.
• Strong written and verbal communication skills.

Responsibilities

• Provide operational administrative support to the tax department that optimizes efficiency, organization, 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.
• Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc.
• Work collaboratively to provide overflow and backup support for other team members.
• Interact professionally with partners, managers, and staff.

Skills

Multitasking

Communication

Confidentiality

Teamwork

Education

High School Diploma

3+ years administrative support experience

Tools

CCH Access Tax

CCH Document

CCH Engagement

1040 Scan

Autoflow

Salesforce

Microsoft Excel

Microsoft Word

DocuSign

Adobe Acrobat

Microsoft Outlook/Teams

Job description

Eide Bailly in Solana Beach, CA seeks a Tax Administrative Assistant to provide essential support to the tax department. The role emphasizes accuracy, client confidentiality, and the ability to multi-task in a fast-paced environment.

You will manage tax documents, engage with staff, and assist with project tracking and communications. The ideal candidate has a high school diploma, 3+ years of admin experience, and proficiency with Excel, Word, DocuSign, and related tax software.