Tax Processor/Administrator

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.