Jackson Hewitt Tax Service Inc. ยท 3 months ago
Tax Administrative Assistant (Seasonal Part-Time)
Kettering, OH 45440
Full-time, Part-time
Onsite
Entry Level
1+ years expJackson Hewitt Tax Service Inc. is an industry-leading provider of full-service individual, federal, and state income tax preparation. They are seeking a Tax Administrative Assistant to provide administrative support to tax professionals, manage client documents, and ensure a smooth workflow during the busy tax season.
Financial Services
Responsibilities
Provide administrative support to tax professionals, including managing calendars, scheduling appointments, and coordinating meetings
Assist with tax return assembly and processing, including organizing client documents, preparing engagement letters, and tracking filing deadlines
Organize, scan, and process tax-related paperwork efficiently
Perform electronic document scanning and ensure proper archiving
Manage the scan and autoflow process for client documents used by tax preparers
Manage the mail for incoming client documents that have to be scanned and logged
Greet clients and review tax documents from clients who visit the office and drop off documents
Update tax projects to ensure a streamlined process for the tax department
File documents for Tax Team
Assist Tax Staff with appointments
Maintain electronic and physical filing systems to ensure accurate and timely documentation of client records and correspondence
Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email
Collaborate with team members to ensure smooth workflow and efficient completion of tasks
Assist with special projects and other duties as assigned by supervisors
Process all certified and FedEx mailings to clients regarding tax documents
Handle IRS correspondence as necessary
Assist with various administrative tasks, including preparing and managing lunch for staff when required
Provide support to the Business Owner (CFO) as needed
Serve as a backup to the Front Desk Administrator and Tax Team Lean when required
Qualification
Required
Strong organizational skills
Impeccable attention to detail
Ability to handle confidential information with discretion
Proactive and resourceful individual
Ability to anticipate the needs of executives
Effectively manage multiple priorities in a fast-paced environment
Provide administrative support to tax professionals
Manage calendars, schedule appointments, and coordinate meetings
Assist with tax return assembly and processing
Organize client documents, prepare engagement letters, and track filing deadlines
Organize, scan, and process tax-related paperwork efficiently
Perform electronic document scanning and ensure proper archiving
Manage the scan and autoflow process for client documents used by tax preparers
Manage the mail for incoming client documents that have to be scanned and logged
Greet clients and review tax documents from clients who visit the office and drop off documents
Update tax projects to ensure a streamlined process for the tax department
File documents for Tax Team
Assist Tax Staff with appointments
Maintain electronic and physical filing systems to ensure accurate and timely documentation of client records and correspondence
Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email
Collaborate with team members to ensure smooth workflow and efficient completion of tasks
Assist with special projects and other duties as assigned by supervisors
Process all certified and FedEx mailings to clients regarding tax documents
Handle IRS correspondence as necessary
Assist with various administrative tasks, including preparing and managing lunch for staff when required
Provide support to the Business Owner (CFO) as needed
Serve as a backup to the Front Desk Administrator and Tax Team Lean when required
Exceptional client service with a demonstrated ability to develop and maintain outstanding client relationships
Strong knowledge and experience using Google Docs
Deadline-Oriented: Comfortable working in a fast-paced, deadline-driven environment, particularly during tax season
Effective Communication: Strong interpersonal skills to collaborate with individuals at all organizational levels
Strong organizational skills and attention to detail, with the ability to prioritize and manage multiple tasks effectively
Excellent communication skills, both verbal and written, with a professional and courteous demeanor
Ability to maintain confidentiality and handle sensitive information with discretion
Team player with a positive attitude and willingness to assist colleagues as needed
Preferred
Tax Experience: 1-3 years of experience in tax-related roles, especially during tax season
Familiarity with tax terminology and procedures
Benefits
Free tax training
Continuing education for tax preparers
Company
Jackson Hewitt Tax Service Inc.
When every dollar matters, it matters who does your taxes. At Jackson Hewitt, we are the lucky ones.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Gerry Toro
Chief Executive Officer
Gregory Macfarlane
Chief Executive Officer & President
Recent News
2022-09-01
Company data provided by crunchbase