Tax Processor/Administrator

Carrie Rikon & Associates; Boca Raton (FL); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k, IRA)

Paid Time Off

Family Leave (Maternity, Paternity)

Training & Development

Paid Overtime

Job summary

Carrie Rikon & Associates in Boca Raton is seeking a Tax Processor/Administrator to join their CPA firm. The role requires at least 4 years of experience in a public accounting environment and offers a salary of $80,000 annually. The selected candidate will provide administrative support to tax partners, process client deliverables, and assist with general office duties. Benefits include a comprehensive health care plan and retirement options, along with paid overtime and vacation days.

Qualifications

• At least 4 years of administrative and tax processing experience at a CPA firm or public accounting firm.
• Willingness to travel as needed.
• Availability for overtime and weekend work during peak periods.

Responsibilities

• Provide administrative support to Tax Partners.
• Process and prepare client deliverables like tax returns and engagement letters.
• Communicate with clients regarding documentation requests and general questions.
• Assist with general office duties such as ordering supplies and answering phones.
• Maintain client databases and support onboarding of new clients.

Skills

Strong communication skills

Organizational skills

Multitasking skills

Tools

Microsoft Office Suite

CCH Programs

ProSystem FX Tax

Engagement

SafeSend

Axcess

CFS Practice Management

Job description

Job Title: Tax Processor/Administrator

Location: Boca Raton, Florida (This position requires on-site presence, 5 days a week, ensuring seamless collaboration with team members and efficient handling of tax-related tasks)

Job Type: Full-Time

Salary: $80,000 annually, in addition to a compensation package that includes paid overtime and comprehensive benefits.

About the Role

Boca Raton, Florida-based CPA firm seeking a highly organized and detail‑oriented Tax Processor/Administrator to join our office. This is an onsite position, 5 days a week, supporting tax partners and accountants in a fast‑paced, professional environment. The ideal candidate is proactive, reliable, and has prior experience in a Public Accounting office.

Key Responsibilities

• Provide administrative support to Tax Partners, including calendar management and scheduling client meetings (in-person, phone, or virtual).
• Process and prepare client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondence.
• Communicate with clients regarding documentation requests and general questions.
• Assist with general office duties such as ordering supplies, distributing mail, answering phones, scanning, and faxing.
• Maintain client databases and support the onboarding of new clients.

Qualifications & Requirements

• At least 4 years of administrative and tax processing experience at a CPA firm or public accounting firm.
• Strong communication, organizational, and multitasking skills.
• Ability to exercise good judgment, take initiative, and manage multiple priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, PDF, Outlook).
• Basic knowledge of tax software and practice management programs, including:
• CCH Programs
• ProSystem FX Tax
• Engagement
• SafeSend
• Axcess
• CFS Practice Management
• Willingness to travel to the post office, grocery store, and restaurants as needed.
• Availability for overtime and weekend work during peak periods.
• Team-oriented mindset with a strong ability to collaborate and support colleagues.

Why Join Us

• Work in a professional CPA firm environment with a collaborative and supportive team.
• Opportunity to grow your skills in a tax-focused role with diverse responsibilities.
• Competitive compensation and benefits.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Training & Development
• Paid Overtime