Administrative Assistant - Tax Services

Job Description

Job Description

Job Title: Administrative Assistant – Tax Services
Location: Fort Myers, FL
Job Type: Full-Time | Hourly | Evaluation-to-Hire $17-$20/hr

About the Role

Express Employment Professionals has partnered up with a reputable and professional tax office in Fort Myers, FL is seeking an experienced Administrative Assistant to join their Tax Services team. This full-time role supports daily administrative functions within a fast-paced and deadline-driven environment, particularly during tax season (February–April). The ideal candidate is organized, detail-oriented, and comfortable managing confidential client information.

What You’ll Be Doing

• Assemble and prepare client tax returns and related deliverables with accuracy and timeliness

• Provide technical and clerical support including scanning, mailing, copying, and producing labels

• Maintain and update client databases

• Create and manage client engagement letters, route sheets, and correspondence

• Support scheduling and serve as an administrative point of contact for assigned team members

• Distribute bi-monthly WIP (Work-in-Process) reports

• Assist with internal CPE event coordination and recordkeeping

• Prepare billing invoices as requested

• Provide backup front desk coverage and handle mail duties

• Support administrative training and project-based tasks

• Perform other duties as assigned

What We’re Looking For

• Strong administrative experience, preferably in a professional or financial services environment

• Advanced computer skills, including Microsoft Word, Excel, PowerPoint

• Familiarity with software such as Practice CS, UltraTax, and File Cabinet is a plus

• Excellent written and verbal communication skills

• Strong grammar, math, and document formatting abilities

• Typing speed of 60–70 WPM and 10-key proficiency preferred

• High attention to detail and confidentiality

• Ability to organize and file documents accurately (alphabetically and numerically)

• Ability to follow written and verbal instructions and manage shifting priorities

Working Hours

• Standard Schedule: Monday to Friday, 8:30 AM – 5:30 PM

• Breaks: One unpaid 1-hour lunch and two paid 15-minute breaks per day

• Tax Season (Feb–April): Expect extended hours, including evenings and weekends (overtime approved by supervisor)

Work Environment

• Professional, temperature-controlled office

• Smoke-free and low-disruption workspace

• Some light physical duties (lifting up to 10–15 lbs) may be required

• Occasional travel for firm-related business may be requested

This Position Is Right for You If You...

• Are dependable, punctual, and committed to quality work

• Thrive in structured environments with clear expectations

• Want to support a well-respected team of professionals

• Are looking for long-term stability in an administrative role

Apply Today
If you’re detail-oriented, tech-savvy, and ready to contribute to a fast-paced tax services team, we encourage you to apply for this opportunity in Fort Myers.