Tax Processor/Administrator
Carrie Rikon & Associates · Boca Raton · $80,000 (stated in the posting)
Job Title: Tax Processor/Administrator
Location: Boca Raton, Florida (This position requires on-site presence, 5 days a week, ensuring seamless collaboration with team members and efficient handling of tax-related tasks)
Job Type: Full-Time
Salary: $80,000 annually, in addition to a compensation package that includes paid overtime and comprehensive benefits.
About the Role:
Boca Raton, Florida-based CPA firm seeking a highly organized and detail-oriented Tax Processor/Administrator to join our office. This is an onsite position, 5 days a week, supporting tax partners and accountants in a fast-paced, professional environment. The ideal candidate is proactive, reliable, and has prior experience in a Public Accounting office.
Key Responsibilities:
- Provide administrative support to Tax Partners, including calendar management and scheduling client meetings (in-person, phone, or virtual).
- Process and prepare client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondence.
- Communicate with clients regarding documentation requests and general questions.
- Assist with general office duties such as ordering supplies, distributing mail, answering phones, scanning, and faxing.
- Maintain client databases and support the onboarding of new clients.
Qualifications & Requirements:
- At least 4 years of administrative and tax processing experience at a CPA firm or public accounting firm.
- Strong communication, organizational, and multitasking skills.
- Ability to exercise good judgment, take initiative, and manage multiple priorities.
- Proficiency in Microsoft Office Suite (Word, Excel, PDF, Outlook).
- Basic knowledge of tax software and practice management programs, including:
- CCH Programs
- ProSystem FX Tax
- Engagement
- SafeSend
- Axcess
- CFS Practice Management
- Willingness to travel to the post office, grocery store, and restaurants as needed.
- Availability for overtime and weekend work during peak periods.
- Team-oriented mindset with a strong ability to collaborate and support colleagues.
Why Join Us:
- Work in a professional CPA firm environment with a collaborative and supportive team.
- Opportunity to grow your skills in a tax-focused role with diverse responsibilities.
- Competitive compensation and benefits.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
- Paid Overtime
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
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