Tax Administrative Assistant

We are looking to hire an Administrative Assitant for our Alpharetta location! The ideal candidate will have a background with a CPA firm.

The Tax Administrative Assistant provides detailed, task-oriented, operational support to the Tax Department. This role ensures the department workflows run smoothly, and that the team focuses on its highest impact priorities.

• Administrative support experience in a fast-paced professional services environment (CPA, legal, consulting preferred).
• Project coordination skills with demonstrated ability to manage multiple work streams, deadlines, and follow-ups.
• Strong communication abilities including drafting emails, summarizing meetings, and preparing documents with high accuracy.
• Advanced proficiency in tools like Microsoft Office, Google Workspace, AI Agents, scheduling platforms, task management software, and virtual communication tools.
• Process-driven mindset ideally familiar with EOS or similar operating systems, with experience maintaining metrics, policies and procedures, and meeting cadences.

• Workflow, Client Document Management, & Tax Return Processing:
  Setup projects in tax software, monitor project statuses, troubleshoot software, prepare project reports.
• Setup client portals, calls and correspondence with new clients, scan documents and auto-flow tax information into software, coordinate new client meetings.
• Responsible for preparing engagement packages, sending, receiving signed documents, and tracking new and/or lost clients.
• Draft invoices, deliver returns to clients, manage collections, and handle client billing inquiries.
• Department reporting, capacity analysis, work directly with Tax Partner, improve client relations, and coordinate client satisfaction efforts.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.