Administrative Assistant – Tax

🔥 7 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Administrative Assistant

👻 Ghost score 25%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
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• No salary listed.

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Current

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🤝 B2B

💼 Consulting

🏢 Enterprise

B2B • Consulting • Enterprise

Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.

📋 Description

• Coordinate scheduling and logistics for tax workflows, including client appointments, internal review meetings, calendar invites, and communications • Support tax engagement administration, including maintaining client contact lists, organizer/document request tracking, and engagement status updates • Prepare, assemble, and format client-facing materials such as engagement/admin letters, organizer packets, e-file authorization forms, and mailing packages • Organize electronic folders, maintain naming conventions, upload/download client documents, and ensure version control • Assist with time and expense administration by collecting inputs, tracking deadlines, and routing items for approval • Provide front-line administrative support for the Tax team, including travel coordination, supply requests, meeting support, and general team assistance • Support firm and department initiatives, including training logistics, meeting notes/action items, and ad hoc administrative projects • Maintain tax season milestone trackers, organizer/document request trackers, e-file authorization/signature tracking, client contact lists, distribution groups, and administrative status reports

🎯 Requirements

• 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 • Must be legally authorized to work in the US for any employer • Must not require sponsorship to work in the US now or in the future

🏖️ 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

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