Tax Operations Assistant

Job Description

Job Description

Build More Than a Career. Help Build a Legacy.

At Liberty Tax, we believe tax preparation is about more than numbers—it's about serving people, strengthening our community, and helping individuals, families, and small businesses move forward with confidence.

We're looking for an exceptional Tax Operations Assistant who enjoys creating order, solving problems, serving clients, and helping a growing business operate with excellence. This is not a traditional administrative position; it is an opportunity to become a trusted operational partner and grow with our organization.

The Tax Operations Assistant helps ensure the office operates smoothly, professionally, and efficiently. This role supports daily operations, client service, tax preparation, administrative coordination, and workflow management while reducing the owner's day-to-day operational burden so leadership can focus on strategic growth and community impact.

• Integrity – We do the right thing for our customers and each other.
• Teamwork – We succeed together through collaboration and respect.
• Excellence – We strive for accuracy and professionalism in every return.
• Service – We put people first—our clients, our teams, and our communities.
• Growth – We invest in our people and inspire career advancement.

• Support daily office operations and workflow.
• Deliver exceptional client service in person and by phone.
• Prepare accurate individual tax returns when needed.
• Maintain organized office systems, records, and supplies.
• Coordinate scheduling and operational readiness.
• Assist with local marketing and community outreach.
• Monitor workflow and help resolve operational issues.
• Protect confidential client information.
• Support office coverage when leadership is unavailable.

• Teachable and coachable.
• Growth mindset.
• Takes ownership of responsibilities and follows through.
• Accountable and dependable.
• Organized and detail-oriented.
• Solutions-oriented.
• Calm under pressure.
• Client-focused.
• Interested in long-term professional growth.

• Experience preparing individual and business income tax returns.
• PTIN or ability to obtain one.
• Office administration, operations, banking, hospitality, retail, medical office, or similar experience.
• Strong written and verbal communication.
• Comfortable learning new software and technology.
• Demonstrated reliability and initiative.

• Part-time (approximately 8–10 hours per week) during the training period.
• Office hours expected to expand from approximately 8 hours to 16–20 hours per week as operational capacity grows.
• Expected transition to full-time beginning December 28, 2026, based on performance and business needs.

Compensation Starting compensation is $16.00 per hour, plus performance-based incentives. Opportunities for pay increases and advancement are based on demonstrated reliability, training progress, performance, and expanded responsibilities.

We believe in promoting from within whenever possible. Team members who consistently demonstrate ownership, accountability, leadership, and operational excellence may earn expanded responsibilities and leadership opportunities over time.

We re not just preparing tax returns—we re building trust, developing people, and strengthening our community one client at a time. If you re looking for a place where your ideas matter, your work makes a difference, and your growth is encouraged, we d love to meet you.