Administrative Assistant
Company: Robert Half
Location: Calabasas
Posted on: February 18, 2026
|
|
|
Job Description:
Job Description Job Description We are looking for a skilled
Administrative Assistant to join our team in Calabasas, California.
This Contract to permanent position offers an opportunity to
contribute to the efficient management of tax-related processes
while supporting a dynamic office environment. The ideal candidate
will possess strong organizational skills and the ability to handle
sensitive information with discretion. Responsibilities: • Oversee
the workflow of tax engagements and monitor deadlines to ensure
timely submissions. • Prepare and assemble tax returns for
individuals, corporations, partnerships, and trusts for review. •
Process electronic filing submissions and track acknowledgments
effectively. • Gather, organize, and scan client tax documents,
including W-2s, 1099s, and K-1s. • Maintain accurate client records
within tax software applications such as Lacerte, ProSeries, Drake,
and UltraTax. • Communicate with clients to obtain missing
information and secure necessary signatures. • Draft engagement
letters, invoices, and assist with billing-related tasks. • Monitor
the delivery of tax organizers and follow up with clients as
needed. • Manage correspondence with relevant organizations and
state agencies, including notices and transcripts. • Provide
administrative and project-based support to tax preparers and
CPAs.• At least 5 years of experience in administrative roles,
preferably in tax or financial services. • Proficiency in tax
software systems such as Lacerte, ProSeries, Drake, or UltraTax. •
Strong organizational and time management skills to effectively
track deadlines and workflows. • Excellent communication abilities
for coordinating with clients and team members. • High level of
discretion and professionalism in handling confidential financial
information. • Familiarity with preparing tax-related documents and
managing correspondence. • Ability to assist with data entry,
receptionist duties, and other administrative tasks. • Knowledge of
filing extensions and tracking quarterly estimated taxes is a
plus.
Keywords: Robert Half, Victorville , Administrative Assistant, Accounting, Auditing , Calabasas, California
