Whitley Penn · 2 days ago
Tax Administrative Assistant
Dallas, TX
Full-time
Onsite
Mid Level
3+ years expWhitley Penn is a leading CPA and Consulting firm seeking a Tax Administrative Assistant to join their team in Addison. The role involves providing administrative support to tax professionals and ensuring the smooth daily operations of the office.
AccountingProfessional Services
Responsibilities
Provide administrative support to tax professionals
Oversee workflows in XCM, with close attention to project deadlines
Assemble and bind tax returns, financial statements, and various other reports
Deliver tax returns electronically via secure portal
Place catering orders as needed for meetings, deadlines, etc
Scan and maintain document library
Maintain office equipment (i.e., changing toner, stocking paper, and organizing supplies)
Stock and clean kitchen areas as needed
Run occasional errands for the office (post office, bank deposits, etc.)
Act as receptionist
Qualification
Required
Minimum 3-5 years of recent prior office experience, preferably in public accounting
Proven ability to succeed in a fast paced, dynamic environment
Intermediate to advanced competency in Microsoft Suite and Adobe Acrobat
Understanding of softphone platforms (Teams, Zoom, etc.)
Technical skills with the ability to learn and adapt to new software as introduced
Skills in the areas of time management, organization, written and verbal communication, judgement, and problem solving
Flexibility to work additional hours during busy seasons
Willing to take on other responsibilities as needed
Must be able to lift and/or move 30 pounds
Valid driver's license, safe driving record and proof of insurance
Preferred
Experience with web-based workflow management solutions preferred, experience with XCM a plus
Benefits
Firm Paid Medical Insurance (Employee Only Coverage on 2 of 3 plans)
Voluntary Dental and Vision Insurance
Generous PTO for Non-Exempt Team Members
Paid Parental Leave
401(k)
Discretionary Bonus Program
Health & Wellness Program
Pet Insurance
Company
Whitley Penn
Whitley Penn is a Texas-based full service public accounting firm.
501-1000 employees
H1B Sponsorship
Whitley Penn has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (2)
2021 (3)
Funding
Current Stage
Late StageLeadership Team
Nathen McEown
Chief Executive Officer
M
Mark Topel
Tax Partner
Recent News
2026-01-03
2025-12-01
PR Newswire
2025-11-11
Company data provided by crunchbase