Tax Administrative Assistant

Greenkey Resources LLC; New York (NY); On-site; USD 42,000 - 65,000; Full time

Job summary

Greenkey Resources LLC is seeking a Tax Administrative Assistant to support attorneys with tax operations and client service. You will manage client intake forms, organize and securely upload financial records, and assemble completed tax returns for review.

You will track e-file statuses, handle billing and receivables, respond to IRS/State notices with documentation, and collaborate with attorneys to ensure smooth tax-season workflows and professional client support.

Qualifications

• Bachelor's degree in a related field is required.
• Minimum 2 years administrative experience; 3 years preferred.
• Proficiency in document management systems and secure file handling.
• Strong organizational skills and attention to detail.

Responsibilities

• Manage client intake forms and ensure completeness of tax documentation.
• Organize, label, and securely upload financial records into the document management system.
• Answer phone calls and address client inquiries professionally and efficiently.
• Assemble completed tax returns for client signature and follow up for completion.
• Track e-file statuses, addressing rejections or filing issues promptly.
• Prepare billing statements and follow up on outstanding client receivables.
• Assist in responding to IRS and State Tax notices with appropriate documentation.
• Support general administrative tasks related to tax season workflows.
• Collaborate with attorneys to ensure seamless operations and client satisfaction.

Skills

Organizational skills

Attention to detail

Communication skills

Billing experience

Confidentiality

Education

Bachelor of Arts (BA) degree

Tools

Document management system

Secure file handling

Job description

Tax Administrative Assistant Overview

• The Tax Administrative Assistant will provide essential support to attorneys, ensuring efficient tax-related operations and client service.


• Coordinate and manage client intake forms and documentation for tax preparation and filing processes.


• Organize and securely upload financial records into the firm's document management system.


• Assist with assembling completed tax returns for client review and signature.


• Track e-file statuses and address any issues or rejections promptly.


• Support billing processes and follow up on client receivables to ensure timely payments.


• Respond to IRS and State Tax notices, providing necessary documentation and communication.


• Contribute to general office tasks, enhancing workflow during tax season and beyond.


• Collaborate with attorneys to maintain smooth operations and deliver exceptional client service.

Tax Administrative Assistant Key Responsibilities & Duties

• Manage client intake forms and ensure completeness of tax documentation.


• Organize, label, and securely upload financial records into the document management system.


• Answer phone calls and address client inquiries professionally and efficiently.


• Assemble completed tax returns for client signature and follow up for completion.


• Track e-file statuses, addressing rejections or filing issues promptly.


• Prepare billing statements and follow up on outstanding client receivables.


• Assist in responding to IRS and State Tax notices with appropriate documentation.


• Support general administrative tasks related to tax season workflows.


• Collaborate with attorneys to ensure seamless operations and client satisfaction.

Tax Administrative Assistant Job Requirements

• Bachelor of Arts (BA) degree required, preferably in a related field.


• Minimum of 2 years of administrative experience; 3 years preferred.


• Proficiency in document management systems and secure file handling.


• Strong organizational skills and attention to detail in managing tax documentation.


• Excellent communication skills for client interactions and inquiries.


• Ability to handle sensitive information with confidentiality and professionalism.


• Experience with billing processes and tracking receivables is advantageous.


• Knowledge of IRS and State Tax notice response procedures preferred.


• Willingness to work on-site and collaborate with attorneys effectively.