Administrative Assistant

Description We are looking for a skilled Administrative Assistant to join our team in Calabasas, California. This Contract to permanent position offers an opportunity to contribute to the efficient management of tax-related processes while supporting a dynamic office environment. The ideal candidate will possess strong organizational skills and the ability to handle sensitive information with discretion.

Responsibilities:

- Oversee the workflow of tax engagements and monitor deadlines to ensure timely submissions.

- Prepare and assemble tax returns for individuals, corporations, partnerships, and trusts for review.

- Process electronic filing submissions and track acknowledgments effectively.

- Gather, organize, and scan client tax documents, including W-2s, 1099s, and K-1s.

- Maintain accurate client records within tax software applications such as Lacerte, Pro Series, Drake, and Ultra Tax.

- Communicate with clients to obtain missing information and secure necessary signatures.

- Draft engagement letters, invoices, and assist with billing-related tasks.

- Monitor the delivery of tax organizers and follow up with clients as needed.

- Manage correspondence with relevant organizations and state agencies, including notices and transcripts.

- Provide administrative and project-based support to tax preparers and CPAs. Requirements - At least 5 years of experience in administrative roles, preferably in tax or financial services.

- Proficiency in tax software systems such as Lacerte, Pro Series, Drake, or Ultra Tax.

- Strong organizational and time management skills to effectively track deadlines and workflows.

- Excellent communication abilities for coordinating with clients and team members.

- High level of discretion and professionalism in handling confidential financial information.

- Familiarity with preparing tax-related documents and managing correspondence.

- Ability to assist with data entry, receptionist duties, and other administrative tasks.

- Knowledge of filing extensions and tracking quarterly estimated taxes is a plus. Talent Match®

­Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ()  and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance.

Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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