Tax Admin Specialist for Wealth Advisory Growth

Jobot; Los Angeles (CA); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision insurance – day 1!

401(k) savings and investment plan options with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for advanced education

Commuter benefits

Job summary

A leading financial advisory firm based in Los Angeles is looking for a Tax Administrator Assistant. This role involves essential clerical support, managing client documents, and assisting during tax filing seasons. Candidates should have 3-5 years of relevant experience, strong organizational skills, and proficiency in Microsoft Office Suite. An inclusive workplace with a focus on long-term growth, the firm offers a competitive salary of $80,000 - $85,000 and benefits including health insurance from day one and a 401(k) with a 4% match.

Qualifications

• 3-5 years of experience in an office or administrative support role.
• Experience in tax/accounting or a professional service setting preferred.
• Ability to handle confidential information with integrity.

Responsibilities

• Assemble and process completed tax returns including e-file authorizations.
• Coordinate mailing and delivery of final tax packages to clients.
• Organize, scan, and electronically file client documents.

Skills

Organizational skills

Detail-oriented

Verbal and written communication

Education

Bachelor’s degree preferred

Associate’s degree with at least 5 years of experience

Tools

Microsoft Office Suite

Tax-specific software (e.g., Lacerte, SafeSend)

Job description

A leading financial advisory firm based in Los Angeles is looking for a Tax Administrator Assistant. This role involves essential clerical support, managing client documents, and assisting during tax filing seasons. Candidates should have 3-5 years of relevant experience, strong organizational skills, and proficiency in Microsoft Office Suite. An inclusive workplace with a focus on long-term growth, the firm offers a competitive salary of $80,000 - $85,000 and benefits including health insurance from day one and a 401(k) with a 4% match.