Tax Operations Administrative Assistant

Schwartz & Schwartz, an Earned Company; Woburn (MA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401k match

Job summary

Earned is seeking a dependable Administrative Assistant to support our tax operations team in Woburn, MA. This role handles e-filing support, client communication, document management, and scheduling in a fast-paced environment.

The ideal candidate will manage confidential information, coordinate with multiple accountants, and maintain accurate digital filing systems. Strong Excel and MS Office skills are required, with experience in high-volume office tasks.

Qualifications

• High school diploma or equivalent required.
• 2-5 years of administrative experience in a professional confidential environment.
• 2+ years of Excel skills, including data entry and spreadsheet management.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Experience handling confidential and sensitive information.
• Comfortable with frequent phone work and direct client communication.
• Strong attention to detail and organizational skills.

Responsibilities

• Support the e-filing of federal and state tax returns.
• Contact clients to follow up on missing information, signatures, and e-file authorizations.
• Handle incoming client calls, answer questions, and assist with navigating our portal.
• Download, track, and organize all e-file authorization forms.
• Assist with outbound client calls and document retrieval.
• Scan, upload, and organize tax-related documents post-tax season.
• Maintain accurate and well-organized digital filing systems.
• Coordinate and schedule client calls and appointments for a team of accountants.
• Office calendar support and schedule/order office lunches.
• Provide administrative support during peak tax season and throughout the year.
• Participate in off-season training to support more complex tax administrative tasks.

Skills

Excel

Data entry

Organization

Communication

Confidential information handling

Phone work

Microsoft Office

Education

High school diploma

Tools

Microsoft Word

Microsoft Outlook

Document management systems

Tax software familiarity

Job description

Earned is seeking a dependable Administrative Assistant to support our tax operations team in Woburn, MA. This role handles e-filing support, client communication, document management, and scheduling in a fast-paced environment.

The ideal candidate will manage confidential information, coordinate with multiple accountants, and maintain accurate digital filing systems. Strong Excel and MS Office skills are required, with experience in high-volume office tasks.