Tax Admin & Documentation Coordinator

Doeren Mayhew CPAs and Advisors; Grand Rapids (MI); On-site; USD 36,000 - 48,000; Full time

Job summary

Doeren Mayhew CPAs and Advisors in Grand Rapids, MI is seeking a full-time Tax Administrative Assistant to support the tax team. The role focuses on day-to-day administrative tasks, document handling, and scheduling to help maintain critical deadlines.

Candidates should have at least 2 years’ admin experience, strong MS Office skills, and the ability to learn new software. This position offers growth in a reputable, national CPA firm.

Qualifications

• 2+ years of administrative or clerical experience preferred.
• Ability to work in the office Monday through Friday; Saturdays may be required at times.
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe.
• Ability to quickly learn new software programs.
• Clear, professional written and verbal communication skills.
• Strong organization and problem-solving skills with excellent attention to detail.
• Excellent time management with the ability to multi-task and prioritize work.
• Ability to work independently and with a team.

Responsibilities

• Provide day-to-day administrative support to tax team members and help coordinate schedules, meetings, deadlines, and deliverables.
• Organize incoming client tax documents, maintain electronic files, and route materials to the appropriate team members.
• Help track requested client information and the status of outstanding items; follow up on routine requests as directed by the team.
• Prepare, format, proofread, and assemble correspondence and tax-related documents using established procedures and team guidance.
• Assist with data entry, copying, scanning, document uploads, and other routine office tasks.
• Communicate professionally with clients and colleagues about document requests, delivery methods, meeting logistics, and administrative questions.
• Handle sensitive client and firm information with discretion and maintain accurate, organized records.
• Share ideas that may improve administrative processes and support the team’s work.

Skills

Administrative experience

MS Office proficiency

Communication skills

Education

Basic accounting knowledge

Tools

Word

PowerPoint

Excel

Outlook

Adobe

CCH Workflow

Axcess/E-filing

STAR Time Entry

SurePrep

TaxCaddy

Salesforce

SafeSend Returns

Job description

Doeren Mayhew CPAs and Advisors in Grand Rapids, MI is seeking a full-time Tax Administrative Assistant to support the tax team. The role focuses on day-to-day administrative tasks, document handling, and scheduling to help maintain critical deadlines.

Candidates should have at least 2 years’ admin experience, strong MS Office skills, and the ability to learn new software. This position offers growth in a reputable, national CPA firm.