Tax Administrative Assistant

Duncan Financial Group

West Mifflin (Allegheny County)

On-site

USD 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Competitive Compensation

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Join a forward-thinking financial services organization as a Tax Administrative Assistant, where your organizational skills and attention to detail will be vital in supporting a dynamic tax and accounting team. In this role, you'll manage client communications, handle confidential documents, and ensure the smooth operation of the department. This established firm, known for its commitment to employee growth and community impact, offers a supportive environment where you can thrive. If you're looking for a rewarding career in a fast-paced setting, this opportunity is perfect for you.

Qualifications

Detail-oriented with 2+ years of administrative experience, preferably in tax.
Proficient in Microsoft Office and able to handle confidential information.

Responsibilities

Greet clients and manage inquiries professionally.
Prepare and maintain physical and digital files, including tax returns.

Skills

Microsoft Office Suite

Organizational Skills

Communication Skills

Confidentiality

Education

High School Diploma

Associates Degree in a related field

Tools

Applied Epic

CRM Systems

Job description

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Direct message the job poster from Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations.Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Tax Administrative Assistant

Position Summary:

We are seeking a detail-oriented, organized, and proactive Tax Administrative Assistant to support our tax and accounting team. This role is vital to the smooth operation of the department, providing administrative support, managing client communication, and ensuring timely and accurate processing of documents. The ideal candidate thrives in a fast-paced environment, is comfortable handling confidential information, and has excellent multitasking abilities. This position reports to the Tax Manager.

Responsibilities:

Greet clients, answer incoming calls, and manage general inquiries with a high level of professionalism.
Receive, sort, and distribute all incoming mail.
Order office supplies and manage inventory related to the tax and accounting department.
Schedule client appointments and maintain calendars for tax and accounting staff.
Prepare, organize, and maintain physical and digital files, including tax returns, and client correspondence.
Assemble and scan completed tax returns and ensure timely delivery to clients (via mail, portal, or in-person pickup).
Manage e-filing of tax documents and track acknowledgments.
Assist with data entry into accounting and tax software systems.
Maintain updated client contact information and assist in onboarding new clients.
Monitor deadlines and support team members with time-sensitive tasks during tax season.
Perform other administrative tasks and support special projects as needed.

Qualifications:

High School Diploma required; Associates Degree in a related field preferred
Minimum of 2 years of related administrative experience, preferably within a tax firm
Proficiency with Microsoft Office Suite
Experience with Applied Epic; will consider other agency management systems or CRM systems
Polished professional presentation
Excellent written and verbal communication skills
Strong organizational and detail-oriented traits
Ability to handle confidential information with discretion and maintain a high level of confidentiality
Frequently sit, stand, and walk
Occasionally lift and/or move up to 25 pounds
Employment is contingent upon successful completion of pre-employment checks, including a review of criminal history and credit report, as permitted by law

Office Location: 1432 Lincoln Way, White Oak, PA 15131

Hours: Monday – Friday, 8:30am – 5:00pm

Additional Hours During Tax Season: Due to the increased workload during tax season, extra hours may be required or needed. Any hours worked beyond the standard full-time schedule will be compensated at the applicable overtime rate, in accordance with company policy and federal/state labor laws.

Competitive Compensation
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Seniority level