Eide Bailly LLP · 1 day ago
Tax Administrative Assistant
Solana Beach, CA
Full-time
Onsite
Entry Level
$23/hr - $29/hr
3+ years expEide Bailly LLP is a collaborative workplace committed to integrity and support. They are seeking a Tax Administrative Assistant to provide operational support to the tax department, process tax-related documents, and assist with various administrative tasks to enhance efficiency and client satisfaction.
Business Development
No H1B
Hiring Manager
Katy Parks, SPHR
Responsibilities
Provide operational administrative support to the tax department that optimizes efficiency organization and client satisfaction
Process and assemble tax returns, extensions, e-filings and tax organizers
Prepare correspondence, proofread and format documents
Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc. and ensure they are accurate
Work collaboratively to provide overflow and backup support for other team members
Ability to professionally interact and effectively communicate with partners, managers and staff
Be a positive influence for the administrative team and the tax department
Perform other duties as assigned by the Tax or Admin Department Head
May assist the office and/or other departments with administrative tasks and provide backup support to the Front Desk
Utilize tax and accounting software to complete a wide range of tasks
Regular and predictable attendance in office
Demonstrate an ability to multi-task and meet deadlines
Open to new challenges and assist with special projects as requested
Qualification
Required
You have a high school diploma and 3+ or more years of experience in administrative support
You thrive in a high-volume, fast-paced work environment
You are a multi-tasking master, and there has never been a deadline you could not meet
You hold yourself to the highest professional standards and maintain strict client confidentiality
You love collaborating and being part of a team, but also enjoy working alone with limited supervision
You have flexibility to work additional hours (including weekends) if needed during peak periods of the year
You embrace technology and can demonstrate you have the skills to use computer-based technology to complete different tasks
You are proficient in Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets
You are proficient in Microsoft Word: including formatting, creating tables, headers & footers
You are proficient in DocuSign: including creating, sending, and tracking documents for e-signature
You are proficient in Adobe Acrobat: including creating, editing, and commenting on PDFs
You are proficient in Microsoft Outlook and Teams
You have strong written and verbal communication skills
This position requires prolonged standing and sitting, some bending, stooping, and stretching, and the ability to lift 20 lbs
Must be authorized to work in the United States now or in the future without visa sponsorship
Preferred
Experience in public accounting administration is a plus
Familiarity with CCH Access Tax, Document, CCH Engagement and experience with Autoflow and Microsoft CRM (Springboard), a plus
Benefits
Generous paid time off
Comprehensive medical, dental, and vision insurance
401(k) profit sharing
Life and disability insurance
Lifestyle spending account
Certification incentives
Education assistance
Referral program
Company
Eide Bailly LLP
Eide Bailly helps businesses work smarter — financially, operationally, and strategically.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Haugen
Eide Bailly BOLD Women Program Co-Founder/Co-Facilitator
Timothy Waufle, CPA
Outsourced CFO and Controller
Recent News
Company data provided by crunchbase