Overview
Tax Administrative Assistant Jobs in Irvine, CA at Jobot
Title: Tax Administrative Assistant
Company: Jobot
Location: Irvine, CA
Want to learn more about this role and Jobot? Click our Jobot logo and follow
our LinkedIn page!
Job details:
Hybrid position in Irvine | Start ASAP! | SafeSend & CCH Axcess experience required
This Jobot Job is hosted by: Zach Allison
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $20 – $31 per hour
A bit about us:
A growing public accounting team is seeking a detail-focused Tax Administrative Assistant to support tax professionals with the preparation, assembly, and delivery of client returns. This role is critical to ensuring accurate processing, timely distribution, and seamless workflow during peak tax periods.
Why join us?
- Hybrid position in Irvine, CA
- 100% employer-paid benefits for the employee
- Multiple comprehensive health, dental, & vision insurance plans
- 401(k) + employer match
- Generous PTO
- And more
Job Details
Responsibilities:
- Assemble and finalize tax returns for distribution
- Scan and maintain electronic and physical documentation in accordance with internal standards
- Prepare, format, proofread, and convert financial statements to PDF, including footnotes
- Generate, distribute, and track client deliverables
- Maintain tracking logs for active engagements across assigned leadership teams
- Support adherence to established operational and financial procedures
- Compile and organize data in alignment with departmental policies and reporting needs
Qualifications:
- 2+ years of administrative or operations experience within a public accounting firm
- Must have hands-on experience with both SafeSend and CCH Axcess
- Ability to work extended hours (50–60+) during busy season
- Background in processing and distributing tax returns in a public accounting setting
- Proficiency with Microsoft Office (Outlook, Word, Excel, Teams)
- Exceptional attention to detail and commitment to accuracy
- Strong organizational, time management, and multitasking skills
- Clear written and verbal communication skills
- Professional presence with a high level of discretion
- Collaborative mindset with a client-service orientation
Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.
Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!n
