Tax Administrative Assistant

Eide Bailly; Solana Beach (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) profit sharing

Education assistance

Job summary

Eide Bailly in Solana Beach, CA seeks a Tax Administrative Assistant to provide essential support to the tax department. The role emphasizes accuracy, client confidentiality, and the ability to multi-task in a fast-paced environment.

You will manage tax documents, engage with staff, and assist with project tracking and communications. The ideal candidate has a high school diploma, 3+ years of admin experience, and proficiency with Excel, Word, DocuSign, and related tax software.

Qualifications

• High school diploma and 3+ years of administrative support experience.
• Experience in public accounting administration is a plus.
• Strong written and verbal communication skills.

Responsibilities

• Provide operational administrative support to the tax department that optimizes efficiency, organization, and client satisfaction.
• Process and assemble tax returns, extensions, e-filings, and tax organizers.
• Prepare, send, and track tax engagement letters.
• Prepare correspondence, proofread, and format documents.
• Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc.
• Work collaboratively to provide overflow and backup support for other team members.
• Interact professionally with partners, managers, and staff.

Skills

Multitasking

Communication

Confidentiality

Teamwork

Education

High School Diploma

3+ years administrative support experience

Tools

CCH Access Tax

CCH Document

CCH Engagement

1040 Scan

Autoflow

Salesforce

Microsoft Excel

Microsoft Word

DocuSign

Adobe Acrobat

Microsoft Outlook/Teams

Job description

Location: Solana Beach, CA

Work Arrangement: In-office

A Day in the Life:

A typical day as a Tax Administrative Assistant might include the following:

• Provide operational administrative support to the tax department that optimizes efficiency organization and client satisfaction.
• Process and assemble tax returns, extensions, e-filings, and tax organizers.
• Prepare, send, and track tax engagement letters.
• Prepare correspondence, proofread, and format documents.
• Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc. to be current and accurate.
• Work collaboratively to provide overflow and backup support for other team members.
• Ability to professionally interact and effectively communicate with partners, managers, and staff.
• Be a positive influence for the administrative team and the tax department.
• Perform other duties as assigned by the Department Head and Manager.
• Utilize tax and accounting software to complete a wide range of tasks.
• Regular and predictable attendance in office.
• Demonstrate an ability to multi-task and meet deadlines.
• Open to new challenges and assist with special projects as requested.
• Run office errands when necessary.
• The ideal candidate must be able to work overtime and Saturdays during the busy tax filing periods.

Who You Are:

• You thrive in a high-volume, fast-paced work environment.
• You are a multi-tasking master, and there has never been a deadline you could not meet.
• You hold yourself to the highest professional standards and maintain strict client confidentiality.
• You love collaborating and being part of a team, but also enjoy working alone with limited supervision.
• Flexibility to work additional hours if needed during peak periods of the year.
• You embrace technology and can demonstrate you have the skills to use computer-based technology to complete different tasks.
• Familiarity with CCH Access Tax, Document, CCH Engagement, 1040 Scan. Experience with Autoflow and Salesforce, a plus.
• You are proficient in:
  • Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.
  • Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions.
  • DocuSign: including creating, sending, and tracking documents for e-signature.
  • Adobe Acrobat: including creating, editing, and commenting on PDFs.
  • Microsoft Outlook and Teams.
• You have a high school diploma and 3+ or more years of experience in administrative support.
• Experience in public accounting administration is a plus.
• You have strong written and verbal communication skills.
• This position requires prolonged standing and sitting, some bending, stooping, and stretching, and the ability to lift 20 lbs.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation

$25-$31 per hour. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Eide Bailly Advisory LLC is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.