Administrative Assistant - Tax

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      "state": "Mississippi",
      "postalCode": "39157",
      "addressCountry": "United States"
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    "datePosted": "2026-06-01",
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    "description": "<p><span style=\"font-weight: bold\">Position Overview</span><br>The Administrative Assistant – Tax provides high-level administrative and operational support to the Tax department, helping drive an exceptional client experience while supporting the efficient coordination of tax operations. This role serves as a key connector between clients, tax professionals, and internal teams, leveraging technology, strong organizational skills, and a proactive work ethic to support departmental success. The ideal candidate is highly adaptable, client-focused, technologically savvy, and committed to delivering accurate, timely, and professional service in a fast-paced environment.</p>\n<p><br><span style=\"font-weight: bold\">Key Responsibilities</span></p>\n<p><span style=\"text-decoration: underline\">Client Experience &amp; Relationship Support</span></p>\n<ul>\n<li>Serve as a primary point of contact between clients and tax professionals, managing communications, follow-ups, and requests to ensure responsive, high-quality client service.</li>\n<li>Foster positive client relationships through professionalism, attention to detail, and a solutions-oriented approach.</li>\n<li>Anticipate client and team needs, proactively identifying opportunities to improve service and communication.</li>\n</ul>\n<p><br><span style=\"text-decoration: underline\">Tax Operations &amp; Workflow Coordination</span></p>\n<ul>\n<li>Assist in the coordination of tax operations by supporting workflow management, project tracking, and the timely completion of client deliverables.</li>\n<li>Monitor return status, deadlines, and department priorities to help ensure projects remain on schedule during peak and non-peak periods.</li>\n<li>Collaborate with tax professionals and firm leadership to support process improvements, operational efficiency, and effective resource coordination.</li>\n<li>Utilize firm technologies and workflow tools to enhance visibility, accountability, and execution across the Tax department.</li>\n</ul>\n<p><br><span style=\"text-decoration: underline\">Technology &amp; Process Support</span></p>\n<ul>\n<li>Leverage Microsoft Office Suite and firm technologies to streamline workflows, improve efficiency, and maintain accurate records.</li>\n<li>Embrace new software, digital tools, and process enhancements that support operational excellence and client satisfaction.</li>\n<li>Assist with technology-driven initiatives and process improvement efforts that contribute to the department's continued growth and success</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"text-decoration: underline\"><span style=\"font-size: 12pt\">Document Preparation &amp; Management</span></span></p>\n<ul>\n<li>Prepare, format, review, and maintain tax-related documents, including engagement letters, tax organizers, client correspondence, and filing confirmations.</li>\n<li>Ensure documentation is organized, accurate, and maintained in accordance with firm standards and compliance requirements.</li>\n<li>Support digital document management and electronic workflow processes.</li>\n</ul>\n<p><br></p>\n<p><span style=\"text-decoration: underline\">Client Onboarding &amp; Scheduling</span><br></p>\n<ul>\n<li>Coordinate new client onboarding activities, ensuring a seamless and professional experience.</li>\n<li>Maintain accurate client records across firm systems and databases.</li>\n<li>Manage calendars, schedule meetings, and coordinate appointments using Outlook and other scheduling platforms.</li>\n</ul>\n<p><br><span style=\"text-decoration: underline\">Billing &amp; Client Account Support</span><br></p>\n<ul>\n<li>Assist with the preparation, review, and processing of client invoices, ensuring accuracy and timely delivery.</li>\n<li>Support accounts receivable activities by monitoring outstanding balances, coordinating payment follow-ups, and maintaining accurate client account records.</li>\n<li>Collaborate with tax professionals and firm leadership to address billing inquiries and facilitate timely collections.</li>\n<li>Utilize firm software and reporting tools to track billing activity, collections status, and other key operational metrics.</li>\n</ul>\n<p><br><span style=\"text-decoration: underline\">Data Management &amp; Reporting</span><br></p>\n<ul>\n<li>Accurately enter, update, and maintain client information within firm systems and tracking tools.</li>\n<li>Generate reports, monitor key metrics, and support department planning and decision-making through accurate data management.</li>\n<li>Maintain a high degree of accuracy and attention to detail across all administrative and operational responsibilities.</li>\n</ul>\n<p><br><span style=\"text-decoration: underline\">General Administrative Support</span><br></p>\n<ul>\n<li>Coordinate internal and client meetings, prepare agendas, document meeting notes, and track follow-up actions.</li>\n<li>Collaborate with team members across departments to ensure effective communication and project execution.</li>\n<li>Provide administrative and operational support for special projects, department initiatives, and seasonal tax workflow demands.</li>\n</ul>\n<p><br><span style=\"font-weight: bold\">Qualifications</span><br></p>\n<ul>\n<li>Bachelor's degree required.</li>\n<li>2+ years of administrative or operations experience, preferably within an accounting, financial services, legal, or other professional services environment.</li>\n<li>Demonstrated commitment to exceptional client service with the ability to build trust, communicate effectively, and maintain positive client relationships.</li>\n<li>Advanced proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.</li>\n<li>Strong technical aptitude with the ability to quickly learn, navigate, and effectively utilize modern software platforms, workflow systems, and emerging technologies.</li>\n<li>Experience leveraging technology to improve efficiency, accuracy, collaboration, and overall business outcomes.</li>\n<li>Experience supporting workflow coordination, billing, accounts receivable, project administration, or other operational functions is preferred.</li>\n<li>Highly organized with exceptional attention to detail and the ability to manage multiple priorities in a deadline-driven environment.</li>\n<li>Adaptable, resourceful, and comfortable navigating changing priorities, new processes, and evolving technologies.</li>\n<li>Strong work ethic with a proactive, self-motivated approach and a commitment to continuous improvement.<br>Ability to work independently, exercise sound judgment, and take ownership of responsibilities with minimal supervision.</li>\n<li>Demonstrated professionalism, discretion, and integrity when handling confidential client and financial information.<br></li>\n</ul>",
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