Tax Admin Assistant

I’m looking for a full-time Tax Admin Assistant.

I support multiple tax and accounting firms across the US, helping them improve operations, implement TaxDome, streamline workflows, and support day-to-day firm management.

You’ll become responsible for the day-to-day operations across several client accounts and my own business.

This includes:

• Managing shared inboxes

• Monitoring client communication and ensuring timely follow-up

• Keeping ClickUp, Trello and project management tools updated

• Tracking open tasks and making sure nothing falls through the cracks

• TaxDome administration

• Pipeline management

• Workflow monitoring

• Reviewing client requests

• Preparing Loom walkthrough videos

• Testing workflows and automations

• Helping implement TaxDome solutions for CPA firms

• Supporting client onboarding

• Calendar coordination

• Administrative support

Required Experience

Experience supporting a US CPA firm, Tax Firm, Accounting Firm or Bookkeeping Firm

Strong TaxDome experience

ClickUp

Google Workspace

Microsoft Office

Slack

Zoom

Project Management Software

Strong written English

Excellent client communication

Huge Bonus If You Have Experience With

TaxDome Implementation

Workflow Design

Pipeline Design

Automations

CRM Administration

Process Improvement

Operations

Tax Resolution

IRS Forms

Bookkeeping workflows

Monday-Friday