top of page

Administrative Assistant

​

General Information

​

Job Title: Tax Services Administrator

​

Employee Type: Part-Time Hourly

​

Job Category: Administrative

​

Manage Others: No

​

Contact Information: Fleming Advisors Recruiting Team

​

Email: recruiting@fleming-advisors.com

​

Description: You’re ready to take on new responsibilities and put your career in public accounting on the fast track. At Fleming Advisors, you determine where your talents will take you. Choose your path, and we’ll help you get there.

​

 

WHO WE ARE AND WHAT WE DO 

Fleming Advisors has provided innovative yet practical solutions for small to medium-sized companies since 2009.  From our beginning, we have expanded and adapted to offer clients a full array of high-quality services.  At Fleming Advisors, we believe our role as trusted advisors is to build relationships with our clients, take an active interest in their unique situations, and provide expertise and resources to help them achieve their goals.  Bringing value to our clients is what we do best and seeing them succeed is our ultimate mission. 

  

Position Overview: 

We are seeking a Tax Services Administrator to become an integral part of our Tax Team, supporting operations during the busy season and beyond. In this role, you will help deliver a seamless, high-touch client experience by managing workflow, coordinating communications, and assisting with the end-to-end tax preparation process.

If you are highly organized, tech-savvy, and take pride in delivering exceptional service, we would love to connect with you.

 

Responsibilities: 

  • Act as the primary point of contact for clients throughout the tax engagement process

  • Collect, organize, and track incoming tax documents to ensure timely and complete file preparation

  • Prepare client files for tax processing, verifying that all required documentation is in order

  • Provide administrative support to the Tax Team, including scheduling, deadline management, and proactive client communication

  • Maintain accurate records and status updates within our workflow and tax software platforms

  • Professionally communicate with clients through phone, email, and our client portal system

  • Coordinate e-signature requests, final return deliveries, and filing confirmations

  • Support special projects, internal initiatives, and continuous improvement efforts

 

Qualifications: 

  • Outstanding written and verbal communication skills with a polished, professional demeanor

  • Technologically adept; comfortable learning and navigating multiple systems (experience with tax software, client portals, and workflow management tools preferred)

  • Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment

  • Client-focused with a warm, service-oriented approach

  • Preferred: 3-5 years’ experience in an individual tax preparation setting or a tax-focused administrative role

  • Preferred: 3-5 years’ experience with sales tax filings

 

EXPLORE THE WORKPLACE OF THE FUTURE  

Fleming Advisors is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients. 

 

Fleming Advisors Differentiators: 

  • Join a respected, fast-growing firm known for its innovation and excellence

  • Collaborate with a high-performing, supportive team that values precision and professionalism

  • Gain exposure to advanced tax strategies and a sophisticated client base

  • Make a meaningful impact—helping successful individuals and businesses maximize their wealth and achieve their goals

 

All applicants will receive consideration for employment regardless of their race, color, creed, religion, national origin, sex, sexual orientation, disability, age, marital status, or status with regard to public assistance.   

​

HOW TO APPLY

If you’re ready to contribute your skills to a firm that values excellence, please submit your resume and a brief cover letter to recruiting@fleming-advisors.com.

bottom of page