We aim to simplify the tax experience and empower clients with trusted expertise.

We’re looking for a highly organized, independent Tax Administrator to support our tax services firm. This role is ideal for someone who enjoys keeping things running smoothly and thrives in a client-focused environment. This position is semi-flexible. During tax season, we prefer 40 hours a week. During the rest of the year, schedules are more flexible.

- Detail-oriented and organized - Able to work independently and manage multiple tasks - Friendly and professional communication skills - Comfortable with office technology (scanners, printers, scheduling tools) - Experience in an office setting preferred - Familiarity with tax or financial services is a plus—but not required!

- Answer client phone calls and greet visitors warmly - Schedule appointments and manage calendars for our tax professionals - Scan and organize tax documents with precision - Prepare and mail out completed tax returns and other paperwork - Maintain confidentiality of sensitive financial information - Support the team with general administrative tasks Seasonal Rhythm: During tax season (January–April): Expect a fast-paced environment with frequent client interactions, scanning, and appointment coordination. Off-season: You’ll help with ongoing client support, document management, and keeping operations smooth year-round.

We aim to simplify the tax experience and empower clients with trusted expertise.