[Hiring] Administrative Assistant @Current

Role Description

The Administrative Assistant – Tax supports the Tax team by coordinating administrative activities, scheduling, and workflow logistics to help ensure organized, timely, and professional delivery of tax services. This role maintains key trackers and client administrative files, supports document collection and communications, and helps keep deadlines and engagement logistics on track across multiple clients and seasonal cycles.

• Coordinate scheduling and logistics for tax workflows (client appointments, internal review meetings, calendar invites, and communications) for assigned tax teams (25%)
• Support tax engagement administration, including maintaining client contact lists, organizer/document request tracking support, and status updates for engagement leadership (20%)
• Prepare, assemble, and format client-facing materials (engagement/admin letters, organizer packets, e-file authorization forms, mailing packages) under direction of tax leadership (15%)
• Support document management and filing (organize electronic folders, maintain naming conventions, upload/download client documents, and ensure version control for administrative materials) (15%)
• Assist with time and expense administration, including collecting inputs, tracking deadlines, and routing items for approval per firm guidelines (10%)
• Provide front-line administrative support for the Tax team (travel coordination as needed, supply requests, meeting support, and general team assistance) (10%)
• Support firm and department initiatives (training logistics, meeting notes/action items as requested, and ad hoc administrative projects) (5%)

Qualifications

• Strong proficiency in Microsoft Outlook, Word, Excel, and Teams; comfort working with shared drives and document management standards
• Excellent written and verbal communication; ability to coordinate with clients and internal teams professionally
• High attention to detail, organization, and time management; ability to manage multiple deadlines (especially during peak season)
• Ability to work with confidential information with discretion and professionalism
• Strong follow-up habits and willingness to learn firm tax processes, terminology, and seasonal cadence

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.