Seasonal Tax Administrative Support Specialist

Seasonal Tax Administrative Support Specialist

Do you thrive in a fast-paced environment where attention to detail, professionalism, and client satisfaction are top priorities? Are you a friendly, persuasive communicator who enjoys juggling multiple projects and following clear processes? If so, this is your opportunity to join a high-performing wealth management firm dedicated to delivering exceptional financial solutions and personalized service.

As a Seasonal Tax Administrative Support team member, you’ll play a vital role during the busy tax season, contributing to a collaborative and client-focused environment. This temporary position is perfect for someone who takes pride in polished work, thrives on organization, and enjoys ensuring every client has a seamless and positive experience.

• Assist in communicating with clients to collect necessary documentation and information for tax preparation.
• Provide excellent customer service by addressing client inquiries and ensuring a positive experience.

• Organize and maintain client files and documentation in preparation for tax filings.
• Assist in data entry and verification of client information.
• Work closely with tax preparers, administrative staff, and other team members to facilitate a streamlined tax preparation process.
• Provide support to ensure the overall success of the tax season.

• Perform various administrative tasks, including filing, scanning, and organizing paperwork.
• Assist in scheduling appointments and managing calendars.

• Previous administrative experience is preferred.
• Excellent organizational and time management skills.
• Strong attention to detail and accuracy.
• Effective communication skills, both verbal and written.
• Ability to work collaboratively in a fast-paced environment.
• Competitive hourly wage.
• Valuable experience in a tax office setting.

Associate

Temporary

Administrative