Tax Office Administrator

2 months ago


San Jose, United States Potentia Tax Full time
Job DescriptionJob Description

We are in search of a detail-oriented and experienced Tax Office Administrator to join our team. The ideal candidate will have a minimum of two tax seasons of experience, proficiency with Lacerte tax software, and strong client-facing and office tools experience. The Tax Office Administrator will be responsible for managing day-to-day office operations, supporting the entire Tax team and ensuring smooth and efficient client onboarding & engagement, and tax service process.

Key Responsibilities:

  • Office Management:

     Oversee daily operations of the tax office.
     Manage office supplies and equipment, ensuring everything is in working order.
     Maintain a clean, organized, and professional work environment.

  • Client Interaction:

     Greet clients, answer phone calls, and respond to emails professionally and promptly.
     Schedule client appointments and manage the office calendar.
     Collect and organize client documents, ensuring confidentiality and security.
     Provide exceptional client service to enhance client satisfaction and retention.

  • Documentation and Filing:

     Maintain organized digital and physical filing systems.
     Ensure all client records and documents are filed correctly and can be easily retrieved.
     Handle sensitive and confidential information with the utmost discretion.

  • Tax Preparation Support:

     Assist tax professionals with the electronic transmission and paper-filing of the tax returns
     Assist the tax professionals with administrative tasks using Lacerte software
     Ensure all client information is accurately entered and up to date.
     Troubleshoot and resolve any issues related to Lacerte tax software efficiently.

  • Team Collaboration:

     Work closely with tax professionals, accountants, and other office staff.
     Foster a collaborative and supportive team environment.
     Provide training and support to new administrative staff as needed.

 

Qualifications:

 Minimum of two tax seasons of experience in a tax office or similar environment.
 Proficiency with Lacerte tax software.
 Strong client-facing experience with excellent communication and interpersonal skills.
 Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other office management software.
 Strong organizational and multitasking skills.
 Ability to handle confidential information with integrity.
 Detail-oriented with a high degree of accuracy.
 Knowledge of tax laws and regulations is a plus.

 Takes action without being prompted and seeks out new tasks or projects.
 Maintains a positive outlook and influences others to stay motivated.
 Takes responsibility for their work and the overall success of the team or project.

Work Environment:

This position is based in a professional office environment. Standard office hours, with potential extended hours during tax season.

Application Process:


Interested candidates should submit their resume and cover letter detailing their relevant experience and proficiency with Lacerte tax software. Please include references from previous employers who can speak to your tax season experience.

We are an equal opportunity employer and encourage candidates from all backgrounds to apply. Join our team and help us deliver exceptional tax services to our clients

 

Company DescriptionPotentia is a team of Financial Professionals that serves clients with a holistic approach. We are renowned for providing comprehensive and personalized financial solutions, and over the past four years, we have experienced significant growth in our client base. To meet the high demand for our services, we are looking for a talented CPA/EA to join our team. This is an excellent opportunity for someone proficient in their field, with excellent client communication skills, to take on the challenge of growing our firm within a beautiful office alongside an extraordinary team. This position offers competitive compensation and benefits.Company DescriptionPotentia is a team of Financial Professionals that serves clients with a holistic approach. We are renowned for providing comprehensive and personalized financial solutions, and over the past four years, we have experienced significant growth in our client base. To meet the high demand for our services, we are looking for a talented CPA/EA to join our team. This is an excellent opportunity for someone proficient in their field, with excellent client communication skills, to take on the challenge of growing our firm within a beautiful office alongside an extraordinary team. This position offers competitive compensation and benefits.

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