Tax Services Admin: Client Liaison & Scheduling Pro

Gilder Search Group; Woburn (MA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with employer match

Job summary

Gilder Search Group is seeking an Administrative Assistant to support tax services, ensuring smooth e-filing processes and accurate records. You’ll handle client inquiries, guide them through our secure portal, and maintain organized digital files throughout peak tax deadlines and the year.

You will manage calendars, schedule client calls, and assist with office coordination while handling confidential information with discretion and professionalism.

Qualifications

• High school diploma or equivalent required; higher education is a plus.
• 2–5 years of administrative experience in a professional setting with confidential data.
• 2+ years of Excel experience for data entry and basic spreadsheet work.
• Strong proficiency with Microsoft Office applications.

Responsibilities

• Assist with electronic submission of federal and state tax filings.
• Serve as a primary client contact via calls and secure online portals.
• Maintain organized digital filing systems and calendars.
• Coordinate client calls and virtual meetings for accountants.
• Provide general office coordination and peak-season support.

Skills

Attention to detail

Organizational skills

Multitasking

Client communication

Phone etiquette

Education

High school diploma or equivalent

Additional education a plus

Tools

Excel

Outlook

Word

Job description

Gilder Search Group is seeking an Administrative Assistant to support tax services, ensuring smooth e-filing processes and accurate records. You’ll handle client inquiries, guide them through our secure portal, and maintain organized digital files throughout peak tax deadlines and the year.

You will manage calendars, schedule client calls, and assist with office coordination while handling confidential information with discretion and professionalism.