Tax Administrative Associate
United States School District 1 • Honolulu, Hawaii • Full Time
Posted on Thu, Jun 11, 2026
- Answer incoming calls, emails, and client inquiries in a professional and timely manner.
- Schedule appointments and coordinate calendars for tax professionals and clients.
- Serve as a primary point of contact for select tax clients and provide exceptional customer service.
- Monitor, organize, and track client workpapers and documentation needed for tax preparation.
- Assist with tax season processes including scanning, assembling, logging, tracking signatures, and delivering tax returns.
- Input and maintain accurate client information within CRM, tax software, and internal systems.
- Coordinate invoice billing, payments, and collection activities.
- Maintain organized files, records, and documentation while ensuring data accuracy and confidentiality.
- Support tax professionals with administrative, operational, and process-related tasks.
- Assist with special projects, internal process improvements, and other administrative duties as assigned.
- High school diploma required; Associate’s or Bachelor’s degree preferred.
- 2 years of administrative experience preferred, ideally within a tax, accounting, or professional services environment.
- Job offer is contingent upon successful completion of a background investigation and reference checks.
- Strong interpersonal communication and customer service skills.
- Highly organized and detail-oriented.
- Strong analytical and problem-solving skills.
- Advanced computer and data entry skills.
- Self-directed and self-motivated.
- Ability to manage multiple priorities in a fast-paced environment.
- Professional discretion and ability to handle confidential client information appropriately.
- Tax, accounting, or financial services environments.
- Administrative support within a professional office setting.
- Client service and appointment coordination.
- CRM systems, tax software, or document management systems.
- Base Salary range of $40,000 to $45,000 per year, based on experience.
- Competitive benefits package including 100% employer paid health, dental, and vision insurance.
- Eligibility to enroll in health savings account, flexible savings account, and more.
- Paid vacation (PTO) and paid holidays.
- Join our mission-driven company and partake in 401k with generous matching.