Tax Administrative Assistant

## About the Role As a Tax Administrative Assistant at The Back Room, you will play a vital role in ensuring the smooth operation of the company's tax workflow. Your primary responsibility will be to prepare and send client tax organizers, track returns of completed organizers and documentation, and maintain strict confidentiality of client tax information. You will work closely with the tax preparation team to assemble and scan organizers/tax documentation into tax software for return preparation and send finalized business and individual returns with detailed filing/payment instructions. The tax season can be a busy and challenging time, and as a Tax Administrative Assistant, you will be expected to work efficiently and effectively to meet deadlines and ensure accurate and timely tax filings. You will also be responsible for providing administrative support for project-based work and peak-season initiatives, contributing to process improvements that enhance accuracy and turnaround time. The Back Room is a professional services environment that values flexibility, teamwork, and attention to detail. As a member of the team, you will be expected to work collaboratively with colleagues to achieve common goals and provide exceptional service to clients. ## What You Will Do - Prepare and send client tax organizers and track returns of completed organizers and documentation - Receive, verify, and maintain strict confidentiality of client tax information - Assemble and scan organizers/tax documentation into tax software for return preparation - Send finalized business and individual returns with detailed filing/payment instructions - Request, collect, and track signed e-file consents and follow up on missing items - E-file returns and monitor acknowledgments, escalating rejections with next steps - Maintain digital filing systems, including scanning, naming conventions, version control, and database updates - Provide administrative support for project-based work and peak-season initiatives - Contribute to process improvements that enhance accuracy and turnaround time - Communicate clearly and professionally with clients and internal teams - Ensure compliance with document naming and filing standards and maintain a high level of accuracy in all work products ## What We Are Looking For - Proficiency with Microsoft Office, particularly Excel - Experience with QuickBooks or accounting software (not required but an advantage) - Proven ability to work independently on recurring tasks with high accuracy - Meticulous organization, attention to detail, and deadline reliability (especially during peak tax season) - Clear, professional written and verbal communication with clients and internal teams - Discretion with sensitive and personally identifiable information - Prior experience in a tax, CPA, or law firm ( preferred but not required) - Ability to work in a fast-paced environment and prioritize tasks effectively - Strong analytical and problem-solving skills ## Nice to Have - Familiarity with tax workflow tools (e.g., e-file portals, DMS, practice management systems) - Basic knowledge of e-file statuses and common rejection codes - Experience standardizing document naming and intake checklists ## Benefits and Perks - Work-from-home setup (Philippines only) - HMO on the first day + free coverage for 2 dependents after 2 years - Government-mandated benefits - 20 annual leave credits - 13th-month pay - Birthday leave - Bereavement leave - Opportunity to travel - Referral bonus program (GCash)

- Ensure your Excel skills are up-to-date, as this will be a key tool in your daily work.

• Highlight any experience you have working with tax software or accounting systems, even if it's not directly related to the role.
• Be prepared to provide examples of your attention to detail and organizational skills, as these are critical for success in this position.
• Research the company and the tax industry in the Philippines to demonstrate your knowledge and interest in the field.
• Practice your communication skills, as you will be working closely with clients and internal teams, and clear, professional communication is essential.
• Be prepared to discuss your experience working in a fast-paced environment and how you prioritize tasks to meet deadlines.
• Consider creating a portfolio or examples of your work to demonstrate your skills and experience, even if it's not directly related to tax administration.