Tax Administrative Assistant

WilkinGuttenplan

. Manage individual client 1040 tax-document intake and verify completeness .

Posted 11/11/2026full-timeRemote • United StatesMid-LevelSenior💰 $58,000 - $72,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing individual client tax-document intake, ensuring accuracy in tax return processing, and maintaining client communication. Proficient in utilizing tax software and tools while adhering to firm policies and deadlines.

Highest-signal resume keywords

Individual Tax Document ManagementTax Software ProficiencyAttention to DetailClient Communication SkillsAdministrative Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

1040 Tax Document ManagementE-Filing Tax ReturnsDocument VerificationTax Workflow TrackingProofreadingProcess ImprovementDrafting Powers of AttorneyProcessing 1099sClient Engagement LettersTax Return Assembly

Soft Skills

Problem-Solving SkillsProfessional DemeanorPolished Communication SkillsConfidentiality MaintenanceAbility to Prioritize Assignments

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookAdobeGoFileRoomCCHGoTax

Certifications & Qualifications

CPA Preferred

Industry Keywords

Tax PreparationProfessional ServicesClient ManagementAdministrative SupportFast-Paced Environment

About the role

Key responsibilities & impact

Manage individual client 1040 tax-document intake and verify completeness
Use tax software, scan-and-import tools, PDF tools, and AI tools under firm policy; review outputs for accuracy
Escalate non-routine missing-document issues to preparers or reviewers
Communicate with clients by phone and email regarding documents, deliverables, and requests
E-file and qualify tax returns and related workflows
Perform annual rollover of tax locators
Assemble and process electronic and hard-copy tax returns
Compose, maintain, and update client engagement letters
Arrange spreadsheets and miscellaneous reports
Assist with drafting new client forms
Track tax workflows, liaise with tax staff, and monitor deadlines
Support the CIRA Department with administrative tasks
Cross-train to support the A&A team
Draft Powers of Attorney and Installment Agreements
Process 1099s
Assist Partners and Managers with administrative functions, correspondence, calendars, and client contacts
Manage GoFileRoom tax workflows, rollovers, and tracking
Collaborate with the administrative team on daily workflow
Review and notarize documents
Assist with mailings, faxing, filing, copying, scanning, and special projects

Requirements

What you’ll need

Minimum 3+ years of administrative experience
CPA or professional services firm experience preferred
Working knowledge of individual tax documents (W-2s, 1099s, brokerage statements, K-1s) and complete document sets for individual returns
Ability to come into the office as needed is preferred
Overtime may be required during busy season, including some Saturdays
Strong attention to detail, proofreading, and problem-solving skills
Continuous-improvement mindset and ability to implement practical process improvements
Ability to prioritize multiple assignments, manage interruptions, and shift priorities
Professional demeanor in a fast-paced, deadline-oriented environment
Polished written and verbal communication skills and client-facing professionalism
Ability to maintain confidentiality with sensitive information
Proficiency in Microsoft Word, Excel, Outlook, and Adobe
GoFileRoom, CCH, and GoTax are a plus

Benefits

Comp & perks

Flexible work/life balance
Fully virtual or hybrid work arrangements
Professional growth and success opportunities
Generous PTO
Medical insurance
Dental insurance
Vision insurance
401(k) with employer match
Summer Fridays
Flexible work schedules
Performance award (bonus) eligibility
Competitive salary and comprehensive benefits package