Tax Processor/Administrator

About this role

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