Pabla Tax CPA is seeking an organized and proactive Tax Administrative Assistant to support our growing practice. This role is essential to keeping client communication, tax documents, and deadlines running smoothly.
Prior experience working in a tax firm is required.
About our firm
Pabla Tax CPA is a boutique CPA firm serving individuals, businesses, and trusts. Our practice combines personalized client service with established technology and efficient workflows.
Responsibilities
- Coordinate client onboarding, engagement letters, and document requests.
- Organize tax documents and maintain accurate client records.
- Track outstanding information and follow up with clients.
- Manage electronic signatures and assist with tax return delivery.
- Monitor engagement status, deadlines, and administrative tasks.
- Schedule meetings and respond to routine client inquiries.
- Assist with invoicing and payment follow-up.
- Collaborate with the team to keep workflows organized throughout tax season.
Qualifications
- Prior administrative experience in a tax firm is required.
- Familiarity with tax season deadlines, tax documents, and client service processes.
- Strong organizational skills and attention to detail.
- Professional written and verbal communication skills.
- Ability to prioritize tasks, follow through, and work independently in a remote environment.
- Comfort learning new technology, including AI tools, while protecting client confidentiality.
What we offer
- Fully remote work.
- Direct collaboration with the firm’s owner and team.
- Opportunities to improve processes and take on greater responsibility.
- A collaborative environment that values initiative, reliability, and thoughtful client service.
Compensation
Compensation will be based on relevant tax firm experience, software proficiency, and the responsibilities of the position.
How to apply
Please submit a résumé and brief introduction to admin@pablataxcpa.com. Include prior tax firm experience, administrative responsibilities, and relevant software skills.
Applications will be accepted until the position is filled.