Indianapolis, IN, 46202, USA
21 hours ago
Tax Office Admin
Description We are seeking a Tax Office Administrator to join our team in Kokomo, Indiana remotely. This role is significant in our operations, dealing with client tax preparation workflow and client relationship management. You will be handling tasks ranging from assisting clients with intake forms to creating invoices and receiving payments. This position offers a short term contract employment opportunity and is entirely remote. Job Description: • Assisting in the management of client tax preparation workflow • Facilitating clients with intake forms and the onboarding process • Scheduling meetings for tax preparers • Supporting clients to sign tax returns and print them • Creating invoices, processing payments, and making deposits • Building and maintaining strong client relationships through clear and timely communication via phone calls, emails, and slack messages • Prioritizing tasks during tax season to ensure filing deadlines are met • Utilizing tools like Concur, CRM, About Time, Accounting Functions, Answering Inbound Calls, monday.com, and Microsoft 365 Enterprise for efficient task management. Requirements Requirements: • Minimum of 1 year experience in a similar role as an Office Manager • Proficient in using Concur for managing expenses • Previous experience with CRM systems for customer relationship management • Familiarity with About Time for efficient project management • Capable of handling accounting functions, demonstrating financial acumen • Comfortable with answering inbound calls, showcasing excellent customer service skills • Experience in using monday.com for task and team management • Proficiency in Microsoft 365 Enterprise for various office tasks. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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