Tax Administrative Assistant

Description We are looking for a proactive and personable Tax Administrative Assistant to join our team in Troy, New York. This Contract to Permanent position offers an excellent opportunity to work closely with clients during tax season while contributing to a dynamic environment. If you have experience in the financial field, strong technical skills, and exceptional people skills, we invite you to apply for this role. Responsibilities: u2022 Serve as the first point of contact for clients, providing a welcoming and detail-oriented experience. u2022 Assist with the preparation and processing of individual tax forms, including 1099s and other relevant documents. u2022 Utilize CRM systems to manage client information and ensure accurate record-keeping. u2022 Support tax advisors with administrative tasks and documentation during tax season. u2022 Maintain a thorough understanding of tax regulations and deadlines to ensure compliance. u2022 Coordinate schedules and communicate effectively with clients about appointments and deadlines. u2022 Collaborate with team members to streamline workflows and improve efficiency. u2022 Adapt to late working hours during peak tax season to meet client needs. u2022 Stay informed about industry trends and forward-thinking practices within the financial field. u2022 Assist in the transition of office operations as ownership changes within the company. Requirements u2022 Minimum of one year of experience in a financial or tax-related field. u2022 Proficiency in tax preparation software, such as Lacerte, and familiarity with individual tax forms. u2022 Strong interpersonal skills and the ability to build rapport with clients. u2022 Tech-savvy with experience working in CRM systems. u2022 Knowledge of tax forms and procedures, including 1099s. u2022 Ability to work effectively under pressure, particularly during tax season. u2022 Detail-oriented with excellent organizational and time management skills. u2022 Flexible and dependable, with a commitment to continuous growth. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-04