Tax Assembly Administrator

Job Description

Job Description

Salary : $17 - $22

ProTax Wealth Management Accounting

Job Title : Tax Assembly Administrator

Location : Fort Wayne, Indiana

Employment Type : Full-Time or Part-Time

(Full-Time will include seasonal bookkeeping & client maintenance)

Reports To : Firm Owner

Position Overview

We are seeking a detail-oriented and organized Tax Assembly Administrator to support our tax preparation team during the busy season and throughout the year. This position is responsible for assembling and reviewing completed tax returns, ensuring all documentation is accurate, complete, and compliant with firm standards before final delivery to clients.

Key Responsibilities

• Assemble individual, corporate, and partnership tax returns for review and client delivery.
• Verify that all required forms, signatures, and supporting documents are included.
• Maintain and organize electronic and paper filing systems.
• Assist with data entry and document management within tax software and client portals.
• Coordinate with preparers, reviewers, and administrative staff to ensure timely processing.
• Communicate with clients to collect missing information or confirm document receipt.
• Handle sensitive client information with professionalism and confidentiality.
• Provide general administrative support, including scanning, printing, and mailing tax packages.
• Answer phone calls and direct calls to appropriate staff.

Qualifications

Work Schedule

Compensation and Benefits