Tax Administrative Assistant

Key Responsibilities: Data Entry & Client Information Management: Accurately enter, update, and maintain client records and information within internal databases and workflow systems. Document Review: Review financial, tax, and client documentation to ensure completeness, accuracy, and compliance with internal procedures before processing. Document Management: Manage the intake, organization, scanning, filing, and electronic storage of client documents. Ensure documentation is complete, secure, and readily accessible when needed. Client Research & Issue Resolution: Retrieve client information upon request and assist with resolving client questions related to digital platforms, document submissions, and electronic processes. Return Processing & Filing Support: Prepare completed returns and related documents for electronic submission and distribution while adhering to established procedures and deadlines. Workflow Monitoring: Monitor processing statuses, identify exceptions or errors, and perform follow-up activities to ensure timely completion of work and adherence to service expectations. Client Communication & Support: Assist clients with document requests, onboarding activities, electronic signatures, secure document exchange, and return delivery processes. Shared Mailbox & Request Management: Manage incoming requests through shared communication channels, route inquiries appropriately, process routine requests, and follow up as needed. Quality Assurance: Conduct reviews to ensure compliance with company policies, regulatory requirements, and established procedures. Verify the accuracy and consistency of information prior to final processing.

Qualifications: Previous experience in an administrative, accounting, tax, financial services, or professional services environment preferred. Experience working with document management systems, databases, workflow software, or client relationship management platforms. Strong attention to detail and commitment to accuracy. Excellent organizational and time management skills. Ability to manage multiple priorities in a deadline-driven environment. Strong communication and customer service skills. Proficiency with Microsoft Office, including Outlook, Excel, and Word. Strong troubleshooting, problem-solving, and critical-thinking skills. Ability to maintain confidentiality and safeguard sensitive client information. Comfortable learning new systems and TalentMatch®Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy).