Tax Administrative Assistant

Multi-service law firm with a location (multiple locations) in Downtown Boston, MA, 02111 seeks a Tax Administrative Assistant for an immediate role (40 hours per week) assisting the Director of Tax Services and Tax Accountants.

The ideal candidate will have 2-4 years of legal assistant experience at a law firm. Busy times are Feb/March thru mid-April as well as Labor Day thru October 15th. (Will be compensated for overtime).

Yearly salary: Up to $80K (based on relevant work experience)

Responsibilities:

  • Use and maintain tracking systems for fiduciary tax returns in OneSource Trust Tax. Distribute tax returns to trustees for signature
  • Process and mail all tax returns to various jurisdictions, and mails 1099s and K-1s to beneficiaries and their accountants
  • Proof and perform minor editing of routine tax department correspondence
  • Use and maintain separate tracking systems in CCH Axcess for various tax return types including Individual, Fiduciary, Partnership, Foundation, Estate and Gift Tax
  • Prepare bulk quarterly estimated tax check requests in Excel format
  • Set up new client files while maintaining all current tax files
    Perform non-complex arithmetic calculations
  • Maintain records and filing systems
  • Type IRS correspondence and engagement letters
  • Scan and process incoming mail including tax notices and refund checks
  • Print and process prepared tax returns for delivery to clients

Qualifications:

  • Bachelor’s degree highly preferred
  • 2-4  years of legal assistant experience at a law firm
  • Proficiency in MS Office Suite, including Word, Excel and Outlook 
  • Knowledge of OneSource Trust Tax or CCH Axcess Tax is a plus
  • Ability to work with frequent interruptions and changes in workflow
  • Must be highly organized and able to manage time extremely well
  • Must be a dependable team player who works collaboratively and cooperatively with others in a team-oriented environment 

For immediate consideration, interested and qualified candidates please email an updated resume in a Word document to hgorman@daleyaa.com

Key terms:

Legal administrator, legal assistant, administrative assistant, law firm, tax administrative assistant

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