Tax Administrative Assistant

Bank Forward; Jamestown (ND); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Health Insurance

Dental

Vision

HSA

401k

Life Insurance

Paid Time Off

ESOP

Job summary

Tax Forward is seeking a friendly, detail-oriented front desk and administrative specialist to support our tax administration team during standard business hours. You will greet clients, transfer calls, take messages, and coordinate department schedules to keep operations running smoothly.

The role requires a college degree in Accounting, Finance, or a related field and three to five years’ experience in tax administration, along with a commitment to confidentiality and regulatory compliance.

Qualifications

• Exhibits excellent customer service and professional communication.
• Transferring calls, delivering messages, and answering questions.
• Assists departments with copying and organizing information.
• Manages department schedules and coordinates meetings.
• Communicates tax return information to clients.
• Handles confidential information with care.
• Complies with banking, insurance, investment, and tax regulations.
• College degree in Accounting/Finance or related field with 3–5 years tax administration experience.

Responsibilities

• Greet customers in person or on the phone in a timely, courteous and professional manner.
• Transfer calls, take and deliver messages, and answer questions as appropriate.
• Assist departments with copying and organizing information; provide administrative support.
• Manage department schedules and organize meetings and location activities.
• Communicate Tax Return information to clients.
• Respectfully handle confidential information; ensure regulatory compliance.

Skills

Customer service

Communication

Scheduling

Administrative support

Confidentiality

Regulatory compliance

Education

Accounting/Finance degree

Job description

At Tax Forward we believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees and communities 'fast forward' to the goals they strive to achieve in life.

Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Work Hours: Full-time, Monday-Friday, 8:00am-5:00pm. Longer hours will apply for tax season from January-April.

Skills / Requirements / Qualifications:

• Exhibit excellent customer service skills by greeting customers in person or on the phone in a timely, courteous, and professional manner.

• Effectively transfers calls, takes and delivers messages, and answers questions as appropriate.

• Assists various departments with copying and organizing information. Some administrative assistance will be required.

• Assists in the management of department schedules. Schedule and organize activities such as meetings and department/location activities.

• Communicates Tax Return information to clients.

• Respectfully handles confidential information.

• Complies with applicable banking, insurance, investment, and tax laws and regulations.

• Knowledge, skill, and mental development equivalent to the completion of a college degree in Accounting, Finance, or a related field and three to five years’ experience in tax administration.

Equal Opportunity Employer