Tax Administrative Assistant
523129 · Posted Nov 10, 2026
- Remote, United States +1 more
- Remote
- Full-time
- $58K–$72K per year
- 3+ years
Locations (2)
- New Jersey, United States
- New York City, New York, United States
Compensation
The estimated salary range for this position is $58,000 - $72,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.
Responsibilities
- Manage 1040 intake for individual clients, reviewing W-2s, 1099s, brokerage statements and K-1s to confirm each client’s document set is complete before it goes to the preparer.
- Use tax software, scan-and-import tools, PDF tools, and AI tools (within firm policy) to process client documents, and review what those tools produce for accuracy.
- Recognize the difference between a routine missing document and an issue that should be escalated to the preparer or reviewer.
- Communicate directly with clients by phone and email regarding outstanding documents, deliverables, and general requests.