We are seeking a Tax Administrative Assistant to join our team. This role involves providing essential administrative and client service support to ensure the smooth and efficient operation of our tax department.Key Responsibilities:Document and record tax filing information accuratelyCommunicate with clients via phone, email, SMS, and mailPrepare and organize client document requestsReview and interpret IRS transcripts (Wage & Income / Account Transcripts)Assist Tax Preparers by requesting additional information or supporting documentsTrack and update client account status and workflow progressRequired Skills & Qualifications:Strong data entry skills with exceptional accuracy and attention to detailExcellent time management and organizational abilitiesOutstanding written and verbal communication skillsFamiliarity with the tax or financial services industry (preferred)Proficiency in Microsoft Outlook, Word, and ExcelExperience with Salesforce (preferred but not required)Location: Encino, CAKey SkillsStrong data entry, tax or financial services , Microsoft Outlook, Word, and Excel, Salesforce