Job Summary

A professional tax preparation office in Irvine, CA is seeking a dependable and detail-oriented Seasonal Tax Administrative Assistant to support the team during the upcoming tax season. This role is ideal for an administrative professional with strong data-entry skills, excellent organization, and the ability to work accurately with confidential financial documents.

The Seasonal Tax Administrative Assistant will play an important part in keeping the office running smoothly by supporting client communication, document organization, scheduling, data entry, and tax return preparation support. This is a great opportunity to gain hands-on experience in a small, established tax office with a professional, team-focused environment and supportive leadership.

Key Responsibilities

- Provide general administrative, clerical, and client service support during tax season.
- Answer incoming calls, respond to client inquiries, schedule appointments, and greet clients professionally.
- Collect, organize, scan, review, and maintain client tax documents in electronic and paper filing systems.
- Enter client information and financial data into tax preparation software with accuracy and attention to detail.
- Assist with tax return preparation support by gathering information, reviewing documents for completeness, and identifying missing items.
- Track outstanding paperwork and follow up with clients as needed to help keep tax preparation workflow on schedule.

Compensation and Benefits

- Pay: $24 to $28 per hour, depending on experience.
- Employment Type: Temporary / Seasonal.
- Schedule: Monday through Friday.
- Location: Irvine, CA.
- Professional small-office environment.

Required Qualifications and Skills

- Provide administrative and clerical support in a busy tax office environment.
- Support client intake, appointment scheduling, document collection, and follow-up.
- Accurately enter client and financial information into tax preparation software.
- Organize, scan, review, and maintain confidential tax documents and records.

- Previous administrative, accounting, bookkeeping, or tax office experience preferred.
- 3 to 5 years of relevant administrative or office support experience preferred.
- Experience with data entry and handling financial information.
- Familiarity with common tax documents, including W-2s, 1099s, and other income-related forms.
- Strong computer skills, including Microsoft Word, Excel, and Outlook.
- Excellent attention to detail, accuracy, and organization.
- Strong time-management skills with the ability to manage multiple priorities in a fast-paced seasonal environment.
- Professional communication, customer service, and phone skills.
- Ability to handle confidential financial and personal information with professionalism and discretion.
- Ability to work independently while supporting a collaborative office team.

Preferred Qualifications

- Experience using tax preparation software.
- Prior experience supporting a tax preparation office during tax season.
- Basic understanding of tax document flow, client intake, and tax return preparation support processes.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.