Tax Administrative Assistant

Robert Half • Troy, NY • 2h ago

Description We are looking for a motivated Tax Administrative Assistant to join our team in Troy, New York. This is a contract-to-permanent position offering a competitive hourly rate and benefits, including medical, dental, and vision coverage as well as paid time off. The role involves supporting tax preparation services while serving as the first point of contact for clients, making attention to detail and excellent communication skills essential. Ideal candidates should have prior experience in the financial field and be ready to contribute during the busy tax season.

Responsibilities:

Assist in preparing and organizing individual tax returns, including reviewing tax documents for accuracy.

Serve as the primary point of contact for clients, ensuring a welcoming and detail-oriented experience.

Utilize CRM systems to manage client data efficiently and maintain accurate records.

Work closely with the team to ensure all required tax forms, such as 1099s, are completed and submitted on time.

Provide administrative support for tax-related tasks, including document filing and data entry.

Collaborate with financial advisors to address client inquiries and ensure smooth operations during tax season.

Stay up-to-date on tax regulations and procedures to provide informed support.

Manage scheduling and communication for client appointments, especially during peak tax periods.

Assist in transitioning responsibilities as the office ownership changes and adapt to evolving processes. Requirements - At least one year of experience in tax preparation or a related financial role.

Proficiency in using CRM systems and other relevant software.

Familiarity with tax forms such as 1099s and individual tax return documentation.

Strong interpersonal skills to interact with clients professionally and effectively.

Ability to work well under pressure, especially during busy tax periods.

Forward-thinking approach to problem-solving and process improvement.

Tech-savvy with the ability to adapt to new tools and systems.

Knowledge of Lacerte Tax Software or similar applications is preferred.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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