Tax Office Administrator & Front Desk Coordinator

SteelPeak Wealth; Santa Barbara (CA); On-site; USD 37,195 - 44,083; Full time

Benefits offered by this job

Paid Time Off

401(k) with company match

Medical, dental, and vision insurance

Job summary

A growing tax consultancy firm in Santa Barbara is seeking a friendly, detail-driven Tax Administrator to manage front desk operations and support the tax team. The ideal candidate should have 2+ years of administrative experience and strong communication skills. Join a collaborative environment with opportunities for professional growth and competitive benefits including medical insurance and a 401(k).

Qualifications

• 2+ years of administrative or receptionist experience, preferably in tax/accounting or legal firms.
• Ability to manage multiple tasks effectively.
• Strong written and verbal communication skills.

Responsibilities

• Welcome clients and maintain a professional environment.
• Manage client appointments and internal schedules.
• Organize tax documents and support timely submissions.
• Assist with review of submissions and client follow-up.
• Handle billing, data entry, and maintain accurate client records.
• Coordinate office supplies and manage daily operations.

Skills

Organized

Detail-oriented

Clear communication

Microsoft Office competence

Team player

Tools

CRM systems

Job description

A growing tax consultancy firm in Santa Barbara is seeking a friendly, detail-driven Tax Administrator to manage front desk operations and support the tax team. The ideal candidate should have 2+ years of administrative experience and strong communication skills. Join a collaborative environment with opportunities for professional growth and competitive benefits including medical insurance and a 401(k).