Tax Return Processor/E-File/Document Scanning Administrative Assistant

Hauser Jones & Sas is hiring an Administrative Assistant to assist our Tax Team in Bellevue WA.

This position is full time and is an in office position. Must have administrative experience with a CPA firm a plus.

Hours: Mon- Fri 8-5 ; Sat 10-2 (Feb 15-April 15 & Sept 1- Oct 15)

We offer competitive wages and a comprehensive benefits package including health, dental, and vision insurance, HSA, paid time off and 401K plan.

Additional benefits:

• 11 Paid Holidays
• Memorial Day to Labor Day Friday 1:00 p.m. Office Closure
• Vacation accrual up to 3 weeks (Based on hours worked)

Pay: $20.00 - $27.00 per hour

Responsibilities:

• Organize and scan client documents
• Print and assemble client Tax Returns and other client deliverables
• Deliver Tax Returns to clients via DocuSign for e-signature, portal and mail
• Assist with e-filing Tax Returns and tracking e-file activity
• Prepare engagement letters, tax organizers, tax estimate reminder letters and other tax-related client correspondence
• Assist with client questions and client interface
• Assist with preparation of Tax Return invoices
• Set up new clients in systems
• Assist with all other Tax Team administrative needs
• Assist as backup for front desk and phones
• Assist firm Admin Team with other administrative tasks
• Assist with office parties and team events

Qualifications and Education Requirements:

• High school diploma/GED or higher, secondary education preferred
• Minimum of 2 years’ administrative experience, experience with tax processing a plus
• Intermediate knowledge of Word, Excel, Outlook, and Adobe Acrobat
• Experience with CCH ProSystem fx Tax and Axcess, Suralink, and DocuSign a plus
• Must have reliable form of transportation

Successful person for this job will possess:

• Professional office demeaner to include excellent oral and written communication skills
• Positive attitude, team focused and flexible to last minute changes, self-starter
• Detail oriented with excellent time management and organization skills
• Ability to work in fast-paced environment, multi-task and support last-minute changes
• Maintain a high-level of client service
• Able and willing to learn and utilize new technology

Why Hauser Jones & Sas?

Hauser Jones & Sas, a full-service CPA firm located in Bellevue, Washington. We're growing and need motivated team players to join our talented team that provides audit, tax, accounting, and consulting services to a diverse range of industries specializing in financial institutions and banking.

• We're excited to hear new ideas and perspectives!
• We value our employees and an ideal work life balance!

If you are looking to grow your career with a highly regarded firm and eager to learn more about becoming a key part of our team, please submit your resume.

Job Type: Full-time

Pay: $20.00 - $27.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• E-file: 1 year (Required)
• Document Scanning: 1 year (Required)
• Tax Return Processing: 1 year (Required)

Ability to Relocate:

• Bellevue, WA: Relocate before starting work (Required)

Work Location: In person