Tax Administrator
Published on CazVidat Bluebix Solutions
We are seeking a Tax Administrative Assistant to join our team. This role involves providing essential administrative and client service support to ensure the s
Salary
Not provided
Location
Encino, California, United States
Employment type
Full time
Workplace
Not provided
Tax Administrator
Encino, California, United States
Job description
We are seeking a Tax Administrative Assistant to join our team. This role involves providing essential administrative and client service support to ensure the smooth and efficient operation of our tax department. Key Responsibilities: Document and record tax filing information accurately Communicate with clients via phone, email, SMS, and mail Prepare and organize client document requests Review and interpret IRS transcripts (Wage & Income / Account Transcripts) Assist Tax Preparers by requesting additional information or supporting documents Track and update client account status and workflow progress Required Skills & Qualifications: Strong data entry skills with exceptional accuracy and attention to detail Excellent time management and organizational abilities Outstanding written and verbal communication skills Familiarity with the tax or financial services industry (preferred) Proficiency in Microsoft Outlook, Word, and Excel Experience with Salesforce (preferred but not required) Location: Encino, CA Key Skills Strong data entry, tax or financial services , Microsoft Outlook, Word, and Excel, Salesforce
Frequently asked questions
Is this position remote or on-site?
This is a full-time, on-site position located in Encino, California.
What are the main responsibilities of the Tax Administrator role?
You will manage administrative tasks and client communications, document tax filing information, review IRS transcripts, assist Tax Preparers, and track client account status.
What skills or experience do I need to qualify for this job?
You should have strong data entry skills with high accuracy, excellent time management, communication skills, and familiarity with tax or financial services is preferred.
Do I need experience with any specific software?
Proficiency in Microsoft Outlook, Word, and Excel is required; experience with Salesforce is a plus but not mandatory.
What kind of communication will I be handling with clients?
You will communicate with clients via phone, email, SMS, and mail to manage document requests and account updates.