Aston Carter
Tax Administrative Assistant
Aston Carter is working with a great client of ours who is looking to hire for several Tax Admin roles. The role is open due to growth on the team. The company offers Fridays off in the summer, 100% employer paid premium cost of medical/dental/vision, 401k match and much more! An Associates degree and relative administrative experience for an accounting firm. The Tax Administrative Assistant will be responsible for a variety of clerical tasks, project tracking, calendar management, and data entry activities to ensure the smooth operation of our tax services department. Job Duties: Perform clerical tasks such as scanning, billing, revenue collection, and documentation to support tax preparation and filing processes. Assemble tax returns and supporting documentation in accordance with established procedures and deadlines. Filter and manage incoming documents, emails, and correspondence related to tax matters. Run weekly reports to track project progress and communicate updates to relevant staff members. Maintain project tracking systems and databases to ensure accurate and up-to-date information is available for decision-making. Assist managers and the director in managing their calendars, scheduling appointments, and coordinating upcoming events and meetings. Ensure timely communication and reminders regarding scheduled events and deadlines. Enter client information and financial data into the tax preparation software accurately and efficiently. Maintain electronic and physical files in an organized manner for easy retrieval and reference. Collect and organize client information and documents required for tax preparation and planning purposes. Collaborate with tax advisors to ensure all necessary information is obtained and documented for each client. Manage and prioritize emails for the director, including responding to routine inquiries and flagging important messages for attention. Collaborate with the Certified Financial Planner (CFP) team to update financial plans with relevant tax information and data as needed. Minimum Qualifications: Bachelors Degree preferred Internship or office experience required Must have experience doing similar work for a CPA firm or wealth management firm Experience with CPA Firm is preferred Pay and Benefits: The pay range for this position is $45000.00 - $55000.00/yr. 100% company paid employee only premiums for Health, Dental & Vision Coverage4% Company 401k match, 100% vested Workplace Type: This is a fully onsite position in Lenexa,KS. Application Deadline: This position is anticipated to close on Aug 18, 2025.
Aston Carter is working with a great client of ours who is looking to hire for several Tax Admin roles. The role is open due to growth on the team. The company offers Fridays off in the summer, 100% employer paid premium cost of medical/dental/vision, 401k match and much more! An Associates degree and relative administrative experience for an accounting firm. The Tax Administrative Assistant will be responsible for a variety of clerical tasks, project tracking, calendar management, and data entry activities to ensure the smooth operation of our tax services department. Job Duties: Perform clerical tasks such as scanning, billing, revenue collection, and documentation to support tax preparation and filing processes. Assemble tax returns and supporting documentation in accordance with established procedures and deadlines. Filter and manage incoming documents, emails, and correspondence related to tax matters. Run weekly reports to track project progress and communicate updates to relevant staff members. Maintain project tracking systems and databases to ensure accurate and up-to-date information is available for decision-making. Assist managers and the director in managing their calendars, scheduling appointments, and coordinating upcoming events and meetings. Ensure timely communication and reminders regarding scheduled events and deadlines. Enter client information and financial data into the tax preparation software accurately and efficiently. Maintain electronic and physical files in an organized manner for easy retrieval and reference. Collect and organize client information and documents required for tax preparation and planning purposes. Collaborate with tax advisors to ensure all necessary information is obtained and documented for each client. Manage and prioritize emails for the director, including responding to routine inquiries and flagging important messages for attention. Collaborate with the Certified Financial Planner (CFP) team to update financial plans with relevant tax information and data as needed. Minimum Qualifications: Bachelors Degree preferred Internship or office experience required Must have experience doing similar work for a CPA firm or wealth management firm Experience with CPA Firm is preferred Pay and Benefits: The pay range for this position is $45000.00 - $55000.00/yr. 100% company paid employee only premiums for Health, Dental & Vision Coverage4% Company 401k match, 100% vested Workplace Type: This is a fully onsite position in Lenexa,KS. Application Deadline: This position is anticipated to close on Aug 18, 2025.