Tax & Finance Assistant

Description

Stable firm has an exciting opportunity for a Tax & Finance Assistant with previous experience in bookkeeping, accounting and financial services. The Tax & Finance Assistant will be responsible for preparing quarterly and annual tax provisions, creating and implementing strategic tax planning, preparing and filing accurate and timely tax returns, assisting with bookkeeping and payroll activities, providing administrative support, and preparing financial reports. To be successful in this role, the Tax & Finance Assistant must have in-depth knowledge of tax laws and regulations, strong analytical and problem solving skills, and the ability to manage multiple priorities and meet deadlines.

What you get to do everyday

• Support tax professionals throughout the tax preparation process by performing a variety of administrative duties.

• Communicate with clients via phone and email to request tax documents, answer general questions, and provide status updates.

• Organize, scan, upload, and maintain client tax files and supporting documentation.

• Schedule client appointments and assist with managing calendars during busy tax seasons.

• Review incoming documents for completeness and follow up with clients regarding missing information.

• Prepare engagement letters, client correspondence, and other administrative documents.

• Enter and update client information within tax preparation software and internal databases.

• Maintain accurate records while ensuring confidentiality of sensitive financial information.

• Assist with general office and finance-related administrative projects as needed.

• Provide exceptional customer service while building positive client relationships.

Requirements

The ideal Tax & Finance Assistant will have a Bachelors degree in Accounting/Finance/Business Administration.

Other requirements for the Tax & Finance Assistant role include and are not limited to:

• 2+ years of large/medium Public and/or Corporate background

• Proficient in Microsoft Office Suite (Excel)

• Experience with provision calculations a plus

• ProSeries experience preferred

For more information on this Tax & Finance Assistant role and other full time accounting and finance opportunities, please contact us at 484.214.2669 and reference JO#03710-0013480382.

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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .