Tax Processor/Administrator

Carrie Rikon & Associates; Miami (FL); On-site; USD 73,000 - 75,000; Full time

Benefits offered by this job

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

Job summary

A Miami-based CPA firm is seeking a highly organized and detail-oriented Tax Processor/Administrator to support tax partners and accountants in a fast-paced environment. The ideal candidate should have at least 4 years of experience in a CPA firm, strong communication skills, and proficiency in Microsoft Office. This full-time position requires on-site presence, 5 days a week, and offers competitive compensation including benefits and paid overtime.

Qualifications

• At least 4 years of administrative and tax processing experience at a CPA firm or public accounting firm.
• Proficiency in Microsoft Office Suite (Word, Excel, PDF, Outlook).
• Willingness to travel to the post office, grocery store, and restaurants as needed.

Responsibilities

• Provide administrative support to Tax Partners, including calendar management and scheduling client meetings.
• Process and prepare client deliverables, including tax returns, engagement letters, and correspondence.
• Maintain client databases and support the onboarding of new clients.

Skills

Organizational skills

Communication skills

Multitasking skills

Initiative

Teamwork

Tools

CCH Programs

ProSystem FX Tax

Engagement

SafeSend

Axcess

CFS Practice Management

Job description

Job Title: Tax Processor/Administrator

Location: Miami, 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: $73,000 to $75,000 annually, in addition to a compensation package that includes paid overtime and comprehensive benefits.

About the Role:

Miami-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.

• 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