Tax Administrative Assistant

What You’ll Do

• Support Client Onboarding
  • Ensure accurate setup in CCH Axcess with complete required fields (e.g., email, engagement details).
  • Help with document collection, up fronting, scanning, and final delivery of tax engagements.
  • Coordinate signoff and delivery processes for client deliverables.
• Assist with Client Support
  • Help tax professionals with client communications and document preparation.
  • Support scheduling and coordination of client meetings, ensuring all necessary documentation is prepared in advance.
  • Direct client inquiries and provide timely responses to maintain client satisfaction.
  • Manage client meeting preparation and ad-hoc engagement needs.
• Manage Tax Return Delivery & Compliance
  • Ensure timely delivery of tax returns via Safesend, binding, mail, and e-filing.
• Execute Administrative Coordination
  • Perform general administrative duties, including data entry, filing, scanning, and backup receptionist coverage during breaks.
  • Support the Practice Area Manager in departmental initiatives and priorities.
  • Organize and maintain accurate client records in firm systems.
  • Support data collection, document scanning, and client follow-ups for tax engagements.

• 2+ years of experience working in an accounting firm, particularly tax administration.
• Competent computer skills including word processing and spreadsheets, as well as databases and customer database systems.
• Intermediate to advanced Microsoft Excel skills.
• Knowledge of CCH Pro System or Axcess and Document a plus.
• Time management skills and ability to meet deadlines.
• Strong organizational skills and ability to multitask.
• Proven ability to handle confidential information with discretion.
• Experience in a fast-paced work environment, readily adapting to continually changing priorities & deadlines.
• Available to work additional hours when necessary during tax season (OT rate will apply).
• Proficiency in Microsoft Office Suite.

• Paid time off and 12 firm paid holidays
• Professional development opportunities, including training and certifications
• Leadership opportunities
• Major medical, dental, and vision insurance
• Employer-paid life insurance
• Long-term disability coverage
• 401(k) with profit sharing
• Equity program for Senior Managers+ and top performing Managers

This position is onsite located at any Saltmarsh office (Pensacola, Tampa, or Orlando).

At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.