Tax Processing & Admin Specialist — Growth & CPA Support

Sorren, Inc.; Madison (WI); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays including winter break

Job summary

Sorren, Inc. in Madison, WI, is seeking an organized Administrative Assistant to support tax processing and client communications.

You will print, organize, and file tax returns, prepare organizers, and help with mail, shipments, and invoicing in a fast-paced firm environment. You will work closely with team members, adhere to procedures, and maintain confidentiality while delivering accurate documentation.

Qualifications

• Strong attention to detail and commitment to producing accurate work.
• Ability to organize and prioritize tasks while managing multiple deadlines.
• Strong written and verbal communication skills and professional, team-oriented approach.

Responsibilities

• Print, assemble, and organize tax returns and related documentation for delivery to clients.
• Prepare and distribute tax organizers and client materials.
• Print and organize SurePrep workpapers and ensure proper storage in firm systems.
• Assist with organizing tax records and processing documentation.
• Sort and distribute incoming mail and packages; prepare outgoing mail and shipments.
• Support invoicing and client delivery processes with complete and accurate documentation.
• Assist with tax season logistics and administrative support activities.
• Communicate processing status and outstanding items to team members.
• Follow procedures and quality standards to ensure timely completion of work.

Skills

Attention to detail

Organization

Communication

Team player

Discretion/Confidentiality

Tools

Microsoft Office

Tax software/Document management systems

Job description

Sorren, Inc. in Madison, WI, is seeking an organized Administrative Assistant to support tax processing and client communications.

You will print, organize, and file tax returns, prepare organizers, and help with mail, shipments, and invoicing in a fast-paced firm environment. You will work closely with team members, adhere to procedures, and maintain confidentiality while delivering accurate documentation.