Tax Admin Job

We are seeking a Tax Administrative Assistant to join our team. This role involves providing essential administrative and client service support to ensure the smooth and efficient operation of our tax department.

Key Responsibilities:

Document and record tax filing information accurately
Communicate with clients via phone, email, SMS, and mail
Prepare and organize client document requests
Review and interpret IRS transcripts (Wage & Income / Account Transcripts)
Assist Tax Preparers by requesting additional information or supporting documents
Track and update client account status and workflow progress
Required Skills & Qualifications:

Strong data entry skills with exceptional accuracy and attention to detail
Excellent time management and organizational abilities
Outstanding written and verbal communication skills
Familiarity with the tax or financial services industry (preferred)
Proficiency in Microsoft Outlook, Word, and Excel
Experience with Salesforce (preferred but not required)
Location: Encino, CA

Key Skills
Strong data entry, tax or financial services , Microsoft Outlook, Word, and Excel, Salesforce

Strong data entry, tax or financial services , Microsoft Outlook, Word, and Excel, Salesforce