Tax Administrative Assistant

Position Summary

The Tax Administrative Assistant plays a critical role in supporting the tax department by managing administrative workflows, overseeing document control, and facilitating seamless client communications. This position acts as the operational hub of our tax practice, ensuring that all client deliverables, regulatory filings, and administrative tasks are handled with high precision, absolute confidentiality, and strict adherence to deadlines, especially during peak tax seasons.

Work Schedule & Environment

Candidates must be located within a commutable distance to the Greensboro office to fulfill physical document processing and administrative duties.

Core Responsibilities

Document Processing & Tax Return Assembly

• Assemble, format, and package final individual, corporate, partnership, and trust tax returns in compliance with firm standards.
• Scan, index, and organize physical and digital client source documents (W-2s, 1099s, K-1s) into the firm's document management system.
• Prepare client tax organizers, engagement letters, and standard tax delivery packages.

Workflow & E-Filing Management

• Monitor, track, and update the status of tax returns within the firm’s workflow software to ensure zero missed deadlines.
• Execute electronic filing (e-filing) of federal and state tax returns and extensions.
• Track, log, and resolve e-file rejections or processing errors under the guidance of tax professionals.

Client Service & Portal Administration

• Manage the secure client portal, including onboarding clients, troubleshooting login issues, and securely transferring sensitive files.
• Serve as a primary point of contact for clients regarding administrative questions, missing document requests, and tax package delivery updates.
• Schedule client consultations, manage tax department calendars, and coordinate signing appointments.

Firm Operations & Administrative Support

• Process departmental billing, draft invoices, and track accounts receivable for tax engagements.
• Draft, proofread, and distribute professional correspondence, including IRS/state tax notices and internal memos.
• Assist with general office operations, including front desk backup coverage on in-office days, mail distribution, and ordering department-specific supplies.

Education and Experience

• High school diploma or equivalent required; Associate’s or Bachelor’s degree in Business Administration, Accounting, or a related field is highly preferred.
• Minimum of 2 to 4 years of administrative experience, with direct experience working within a CPA firm or professional services environment strongly preferred.

Technical Proficiency

• Advanced proficiency in Microsoft Office Suite, specifically Excel, Word, and Outlook.

Additional information

Hands-on experience with public accounting workflow and tax software (e.g., CCH Axcess, Thomson Reuters UltraTax, GoFileRoom, or ProSystem fx) is a significant advantage.

• Familiarity with secure file sharing platforms and digital signature tools (e.g., DocuSign, SafeSend).
• Comfortable utilizing remote collaboration tools (e.g., Microsoft Teams, Zoom) and working independently in a home office environment.

Competencies

• Exceptional attention to detail and a high degree of accuracy in data entry and document review.
• Strong organizational and multi-tasking skills with the ability to prioritize competing deadlines in a high-pressure environment.
• Excellent verbal and written communication skills suitable for direct, professional client interaction.
• Strict adherence to maintaining the absolute confidentiality of sensitive financial and personal data.

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