We are seeking a detail-oriented, organized, and reliable Tax Administrative Assistant to join our team on a part-time basis. This role will provide essential administrative and clerical support to our tax professionals, helping ensure smooth workflow during busy tax seasons and throughout the year.
This is an on-site position requiring in-person work at our Capitola, CA.
⸻
Key Responsibilities:
• Assist with preparation and assembly of tax returns and client deliverables.
• Organize, scan, and upload client documents into our secure portal.
• Maintain and update client files, ensuring accuracy and confidentiality.
• Track incoming client documents and follow up as needed.
• Manage appointment scheduling and meeting coordination for tax staff.
• Prepare engagement letters, client communications, and standard forms.
• Answer and route phone calls, greet clients, and handle basic inquiries.
• Assist with e-filing and tracking IRS/state submission statuses.
• Support billing and payment processing as needed.
• Perform general office duties including filing, copying, and mail processing.
⸻
Qualifications:
• Required:
• Previous administrative experience (tax or accounting office experience a plus).
• Strong attention to detail and organizational skills.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Comfort using scanning software, client portals, and basic office technology.
• Ability to handle sensitive information with discretion.
• Excellent verbal and written communication skills.
• Preferred:
• Experience with tax preparation software Axcess, CCH Scan and Autoflow
• Familiarity with document management systems Monday.com
⸻
Work Environment & Hours:
• Location: 1500 41st Ave, Capitola— on-site only.
• Hours: 20 hrs/wk with flexibility as to days and times as long as within business hours
⸻
Compensation & Benefits:
• Hourly rate: 25+/hour depending on experience
• Perks such as professional development support, casual dress code, office snacks, flexible scheduling outside of peak season
⸻
How to Apply:
Please send your resume and a brief cover letter to allison@aduffycpa.com with the subject line “Part-Time Tax Administrative Assistant – [Your Name]”.
...status with third party collection agencies. Provides ad hoc reporting as requested by Accounting Management or other firm leaders. Prepares detailed and accurate reports that support decision-making and strategic planning. Identifies and suggests improvements to...
...Solutions has a client that is immediately hiring for a System Engineer Position type: Fulltime/Contract... ...business requirements. Participate on IT Validation and Qualification testing activities covering Computer Systems, Computerized Equipment and IT...
...Job Description: The BSA/AML Specialist is a critical position in the banking industry. This position will be a lead role in assisting leadership with monitoring and analyzing financial transactions and reporting and preventing suspicious activity to mitigate financial...
...A Digital Marketing Manager is responsible for developing and executing comprehensive digital marketing strategies across various online channels like social media, email, website content, and paid advertising, aiming to increase brand awareness, drive website traffic,...
...instructional techniques. Bachelors degree in physical education, sports management, business administration or a similar sports or business-... ...and learn. Ability to connect with players on a personal level Physical Demands and Work Environment Ability to...