Tax Admin & Client Onboarding Specialist

Jacobson Lawrence & Company; Seattle (WA); On-site; USD 50,000 - 70,000; Full time

Job summary

A professional services firm in Seattle is seeking an Administrator for its Tax department. The successful candidate will handle client onboarding, manage documents, and assist the tax team. Exceptional communication and organizational skills are crucial, as this role involves serving as the main contact point for tax clients. Candidates should possess a BA and have 3-5 years of administrative experience, with proficiency in QuickBooks and Microsoft Excel.

Qualifications

• 3-5 years progressively responsible experience in an administrative field.
• Interest in working with nonprofit organizations.
• Basic understanding of tax returns and financial statements.

Responsibilities

• Set up and manage client records in the tax system.
• Prepare and file client tax extensions.
• Serve as the primary contact for tax clients.

Skills

Organized

Detail-oriented

Analytical

Excellent communication skills

Education

BA

Tools

QuickBooks

Microsoft Excel

Job description

A professional services firm in Seattle is seeking an Administrator for its Tax department. The successful candidate will handle client onboarding, manage documents, and assist the tax team. Exceptional communication and organizational skills are crucial, as this role involves serving as the main contact point for tax clients. Candidates should possess a BA and have 3-5 years of administrative experience, with proficiency in QuickBooks and Microsoft Excel.