Tax Administrative Assistant jobs in United States
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Aston Carter · 6 days ago

Tax Administrative Assistant

Aston Carter provides world-class corporate talent solutions, and they are seeking a detail-oriented Tax Administrative Assistant to support a fast-paced tax and accounting environment. This role involves managing client documentation, assisting with tax return processing, and providing general administrative support during peak tax seasons.

ConsultingHuman ResourcesInformation Technology
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Growth Opportunities

Responsibilities

Document Management
Organize, scan, and manage client documents such as W‑2s, 1099s, and financial statements
Maintain accurate electronic and physical filing systems for audit readiness
Ensure documentation is complete, properly labeled, and easily accessible
Tax Return Processing Support
Assist with the assembly, collation, and processing of individual, corporate, and partnership tax returns
Support tax extensions and coordinate electronic filing processes
Perform data entry into tax software such as CCH Axcess, Lacerte, or ProConnect (or similar)
Client Communication & Service
Serve as a primary point of contact for clients regarding documentation needs
Manage incoming client data via secure portals and follow up on missing items
Handle correspondence with tax authorities such as the IRS and state departments of revenue
General Administrative Support
Manage calendars and schedule meetings
Process mail (including certified mail and FedEx)
Order office supplies and prepare professional correspondence and reports
Workflow Coordination
Track and update tax project statuses within workflow systems
Monitor deadlines and assist in keeping projects on schedule during peak seasons

Qualification

Tax software proficiencyDocument managementMicrosoft OfficeOrganizational skillsTime managementClient service orientationAttention to detailCommunication skills

Required

Exceptional attention to detail with a strong focus on accuracy
Proficiency in Microsoft Office (Word, Excel, Outlook); comfort working with spreadsheets
Strong organizational and time‑management skills
Ability to manage high volumes of work and meet strict deadlines
Excellent written and verbal communication skills
Ability to quickly learn tax and document management software
Professional, client‑service‑oriented demeanor

Preferred

Prior experience in a tax, accounting, or professional services environment
Familiarity with tax software (CCH Axcess, Lacerte, ProConnect, Drake, UltraTax, etc.)
Customer‑service or client‑facing experience
Experience supporting teams during busy season

Benefits

Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)

Company

Aston Carter

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Aston Carter is a staffing and recruiting company providing risk and compliance services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2011-01-31Acquired

Leadership Team

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Juan Pablo McCausland-PHR, CDP
Human Resources Business Partner
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Sherry Guevara
Regional Human Resources Partner-West Region
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Company data provided by crunchbase