Tax Administrative Assistant

A boutique CPA firm is seeking an experienced Tax Administrative Assistant to support its accounting professionals and help coordinate day-to-day tax administration. This role is ideal for a highly organized administrative professional who understands the workflow, terminology, and deadlines of a CPA firm.

The successful candidate will provide general administrative support while helping manage tax documents, client communications, deadlines, and electronic filing processes. This is a hybrid position requiring three days per week in the Woodland Hills office.

• Provide administrative support to partners and accounting professionals
• Coordinate the collection, organization, and tracking of client tax documents
• Prepare, assemble, and process tax returns for delivery and electronic filing
• Monitor tax deadlines, filing statuses, extensions, and outstanding information
• Maintain accurate client records in the firm’s document-management and workflow systems
• Communicate with clients regarding documents, signatures, deadlines, and general administrative matters
• Schedule appointments and manage calendars, correspondence, and follow-up items
• Draft and format letters, reports, engagement documents, and other client materials
• Scan, upload, organize, and securely maintain confidential financial documents
• Assist with billing, data entry, and other general office responsibilities
• Support special projects and help improve administrative processes
• Provide additional assistance during periods of increased tax activity

• Previous administrative experience in a CPA firm, tax practice, or public accounting environment
• Familiarity with tax return processing and standard tax administration workflows
• Strong organizational and time-management skills
• Exceptional attention to detail and commitment to accuracy
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and follow through on deadlines
• Strong client-service skills and a professional, approachable demeanor
• Proficiency with Microsoft Office, including Word, Excel, and Outlook
• Comfortable learning tax, workflow, and document management software
• Ability to handle sensitive and confidential information with discretion
• Collaborative, dependable, and willing to assist wherever needed
• Location:
  
  Woodland Hills, CA
• Work Arrangement:
  Hybrid, with three days per week required in the office
• Compensation:
  Up to $90,000 annually (DOE)