Tax Administrative Assistant

Overview

I’m representing a boutique CPA and wealth management firm that is hiring a Tax Administrative Assistant to support their tax team. This is a hands-on administrative and operations role
, not a tax preparer or advisory position.

Experience working in a CPA or tax-focused firm is important.

Hands-on experience with CCH is required
, as it is a core system used daily.

• Manage client documents and tax workflows within CCH
• Initiate and track tax return projects (1040, 1065, trust/fiduciary)
• Coordinate tax deliverables, e-filing support, and 8879 processing
• Prepare engagement letters and support client onboarding
• Assist with administrative tasks, scheduling, and client communications
• Support billing and invoicing using Quick Books Desktop and

• Prior experience in a tax administrative or client service role
• CCH experience (Axcess or Pro System fx)
• Strong organizational and communication skills
• Comfortable managing multiple priorities
• Proficiency with Microsoft Office

• This is not a tax preparer or accountant role
• This is an administrative/tax operations position
• Ideal for candidates in the $65–85k compensation range