The Agency · 7 hours ago
Tax Administrative Assistant
DFW Metroplex
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $85K/yrThe Agency is a boutique CPA and wealth management firm seeking a Tax Administrative Assistant to support their tax team. This role involves managing client documents, coordinating tax deliverables, and assisting with various administrative tasks.
Staffing & Recruiting
Hiring Manager
Jacob Korch
Responsibilities
Manage client documents and tax workflows within CCH
Initiate and track tax return projects (1040, 1065, trust/fiduciary)
Coordinate tax deliverables, e-filing support, and 8879 processing
Prepare engagement letters and support client onboarding
Assist with administrative tasks, scheduling, and client communications
Support billing and invoicing using QuickBooks Desktop and Bill.com
Qualification
Required
Experience working in a CPA or tax-focused firm is important
Hands-on experience with CCH is required, as it is a core system used daily
Prior experience in a tax administrative or client service role
CCH experience (Axcess or ProSystem fx)
Strong organizational and communication skills
Comfortable managing multiple priorities
Proficiency with Microsoft Office
Company
The Agency
At The Agency Recruiting, trust and transparency form the foundation of every partnership we build.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Logan Koopman
Founder & CEO
Company data provided by crunchbase