Administrative Assistant - Tax

About the Role

The Document Processing Services Specialist supports Cutler Advisors’ tax and accounting team with client onboarding, tax document processing, electronic filing, and client communications. The role maintains organized client records and coordinates document, signature, and filing workflows to help the team meet client needs and tax deadlines.

Key Responsibilities

• Set up new clients and entities in firm systems accurately and efficiently.
• Prepare and process powers of attorney (POAs) and Forms SS-4, 8832, 2553, and 8879.
• Send and track electronic signature requests and follow up on outstanding signatures.
• Process engagement letters and obtain client signatures.
• Process and distribute completed tax returns to clients.
• E-file tax returns, monitor filing status, and resolve administrative filing issues.
• Maintain accurate, organized, and confidential electronic client files.
• Follow up with clients on outstanding documents and provide professional, timely communication to clients and internal team members.

Success Expectations

• Document-processing assignments and new-client and entity setup are completed accurately and on time.
• Signature requests and engagement letters are tracked and completed promptly, with effective follow-up on outstanding items.
• Tax returns are delivered and electronically filed accurately and on time, with filing status monitored and administrative issues resolved.
• Client records remain organized and confidential, firm procedures and deadlines are followed consistently, and communications are professional and responsive.

Required Qualifications

• Previous experience in a CPA, tax, accounting, or professional services environment.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple deadlines and competing priorities.
• Proficiency with Microsoft Office and the ability to learn new software systems.

Preferred Experience

• Familiarity with tax forms and electronic filing processes.

Tools and Workflow

• Use firm client-setup, electronic signature, document management, and tax e-filing systems to complete assigned workflows.
• Maintain current status information for engagement letters, signature requests, outstanding client documents, return delivery, and electronic filings.
• Follow established firm procedures for maintaining accurate and confidential electronic client records.

Physical and Cognitive Demands

• Perform computer-based work for extended periods while maintaining attention to detail, managing competing priorities, and communicating clearly with clients and team members.

Work Environment

This position operates in a professional office environment with regular use of electronic document and workflow systems. During peak tax periods, additional flexibility may be required to meet client and filing deadlines.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning