Location: Boca Raton, Florida (This position requires on-site presence, 5 days a week, ensuring seamless collaboration with team members and efficient handling of tax-related tasks)
Job Type: Full-Time
Benefits
Salary: $80,000 annually, in addition to a compensation package that includes paid overtime and comprehensive benefits.
About the Role:
Boca Raton, Florida-based CPA firm seeking a highly organized and detail-oriented Tax Processor/Administrator to join our office. This is an onsite position, 5 days a week, supporting tax partners and accountants in a fast-paced, professional environment. The ideal candidate is proactive, reliable, and has prior experience in a Public Accounting office.
Key Responsibilities:
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Provide administrative support to Tax Partners, including calendar management and scheduling client meetings (in-person, phone, or virtual).
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Process and prepare client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondence.
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Communicate with clients regarding documentation requests and general questions.
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Assist with general office duties such as ordering supplies, distributing mail, answering phones, scanning, and faxing.
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Maintain client databases and support the onboarding of new clients.
Qualifications & Requirements:
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At least 4 years of administrative and tax processing experience at a CPA firm or public accounting firm.
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Strong communication, organizational, and multitasking skills.
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Ability to exercise good judgment, take initiative, and manage multiple priorities.
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Proficiency in Microsoft Office Suite (Word, Excel, PDF, Outlook).
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Basic knowledge of tax software and practice management programs, including:
Nice to have
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CCH Programs
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ProSystem FX Tax
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Engagement
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SafeSend
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Axcess
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CFS Practice Management
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Willingness to travel to the post office, grocery store, and restaurants as needed.
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Availability for overtime and weekend work during peak periods.
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Team-oriented mindset with a strong ability to collaborate and support colleagues.
Why Join Us:
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Work in a professional CPA firm environment with a collaborative and supportive team.
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Opportunity to grow your skills in a tax-focused role with diverse responsibilities.