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Tax Administrator

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: SteelPeak Wealth
Full Time position
Listed on 2025-12-02
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 27 - 32 USD Hourly USD 27.00 32.00 HOUR
Job Description & How to Apply Below

2 days ago Be among the first 25 applicants

This range is provided by Steel Peak Wealth. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$27.00/hr - $32.00/hr

About Steel Peak Wealth

At Steel Peak Tax Consulting, we’re not your average tax firm. We go beyond number crunching—we partner with businesses and high-net-worth individuals year-round to develop smart tax strategies that save them money and reduce stress. As our firm grows, we’re looking for a friendly, detail-driven Tax Administrator to be the first point of contact for our clients and the organizational backbone of our office.

Position Overview

You’ll play a key role in keeping our office running smoothly and our team on track:

  • Front Desk Management – Welcome clients, answer calls/emails, and maintain a professional and inviting environment.
  • Scheduling & Calendar Coordination – Keep our tax professionals organized by managing client appointments and internal schedules.
  • Document Handling – Collect and organize tax documents, ensure paperwork is complete, and support timely submissions.
  • Tax Return Processing Support – Review submissions, flag missing information, and assist with client follow-up.
  • Administrative Support – Handle billing and data entry, maintain accurate client records, and provide day-to‑day support to the tax team.
  • Office Coordination – Manage supplies, process mail, and ensure seamless office operations.
Qualifications
  • 2+ years of administrative or receptionist experience (bonus if it’s in a tax/accounting or legal firm)
  • Organized, detail-oriented, and confident juggling multiple tasks
  • Clear and professional communication, both written and verbal
  • Comfortable with Microsoft Office, CRM systems, and open to learning new tools
  • Team player who thrives in a collaborative environment
Why Join Steel Peak?
  • Collaborative, supportive team environment
  • Long-term professional growth within a client-focused firm
  • Exposure to diverse and sophisticated financial situations
  • Paid Time Off
  • 401(k) with company match
  • Medical, dental, and vision insurance
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