Position Overview

A professional financial services environment is seeking organized and detail-oriented Seasonal Tax Administrative Staff to support its tax team during the busy tax season. This role plays a critical part in helping the tax department operate smoothly by assisting with client communication, documentation, scheduling, and administrative coordination.

The ideal candidate excels in a structured, fast-paced environment, provides high-quality customer service, and maintains professionalism while managing multiple deadlines. This role offers an excellent opportunity to gain hands-on experience within a tax-focused office setting.

Key Responsibilities
Client Communication

-Contact clients to collect required tax documents and requested information.
-Respond to client inquiries in a timely, professional, and friendly manner.

Document Management

-Organize, update, and maintain client files in preparation for tax preparation
-Assist with data entry and verify client information for accuracy and completeness.

Team Collaboration

-Support tax preparers and administrative staff to maintain efficient workflows.
-Assist the team in meeting tax season deadlines and service expectations.

Administrative Tasks

-Perform routine office duties such as scanning, filing, and organizing documents.
-Schedule client appointments and help manage team calendars.

Qualifications
Required

-Strong attention to detail with excellent organizational skills
-Ability to manage multiple tasks and priorities in a fast-paced setting.
-Professional written and verbal communication skills
-Ability to handle confidential information with discretion.
-Proficiency with Microsoft Office or Google Workspace; quick learner with new systems.
-Reliable, punctual, and capable of working independently within established processes.

Preferred

-Experience in a tax, financial services, or professional administrative environment.
-Familiarity with common tax documents such as W-2s, 1099s, and K-1s.
-Exposure to tax software or document management systems (e.g., ProConnect, UltraTax, SmartVault, Drake).
-Experience working in a seasonal, deadline-driven role.

Why Join?

-Hands-On Experience: Gain exposure to the inner workings of a tax operations team.
-Professional Development: Strengthen administrative and communication skills applicable across many industries.
-Team Environment: Join a collaborative and mission-driven group that values respect and efficiency.

Seasonal Opportunity: Make meaningful contributions during a critical period with potential for future seasonal return.

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.