Tax Administrative Assistant - Houston, TX

Posted Yesterday
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77056, Houston, TX, USA
In-Office
Entry level
Professional Services • Consulting • Financial Services
The Role
Provide administrative support for tax preparation and filing: print, assemble, bind, proof, and e-file returns; manage client tax documentation and SurePrep/Tax Caddy processes; prepare engagement letters and correspondence; coordinate mail/shipments and new client setup; perform other tax administrative duties while ensuring confidentiality and meeting deadlines.
Summary Generated by Built In

About Mauldin & Jenkins, LLC

Founded in 1918, Mauldin & Jenkins, LLC has operated as one continuous, trusted entity for over a century. As a Top 100 CPA Firm, our long-standing reputation is built on providing high-quality assurance, tax, and advisory services. We pride ourselves on fostering a culture of continuous learning, work-life balance, and dedicated client service across multiple industries.

Mauldin & Jenkins is seeking a Tax Administrative Assistant at our Galleria office to support both our Atlanta offices. The successful candidate will be personable, professional, and adept at multitasking in a deadline-driven environment while maintaining superior attention to detail and accuracy. Strong organizational, time management, and communication skills are a necessity – along with sensitivity to confidential matters.

The primary responsibilities include but are not limited to:

  • Print, assemble, bind and/or proof various types of tax returns after preparation by staff
  • E-file returns and coordinate receipt of authorization forms
  • Organize, scan, monitor and manage client tax documentation (paper or electronic)
  • Manage processes in SurePrep/Tax Caddy with clients and Client Executives
  • Prepare and/or proof individual and corporate tax engagement letters, along with other types of correspondence to IRS and various tax authorities
  • Process paper tax organizers as requested
  • Assist with other tax processes such as new client setup, updating client info, etc.
  • Prepare FedEx, UPS, and Certified Mail
  • Other administrative duties as needed

The following skills are needed for this role:

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint)
  • Proficiency with Adobe Acrobat (creating and editing PDF files)
  • Proficiency with Google Workspace (Gmail, Drives, Docs, Sheets, Calendar)
  • Experience in public accounting or professional services firm is preferred but not required
  • Willingness and ability to learn other proprietary software (preferred but not required are CCH
  • Axcess, CCH Workflow [formerly XCM], SafeSend and/or SurePrep/Tax Caddy)
  • Ability to organize, prioritize and meet deadlines, ensuring appropriate follow-up and closure in a fast-paced, time-sensitive environment
  • Flexibility to work additional hours as needed during busy seasons

What We Offer

At Mauldin & Jenkins, we recognize that our people are our greatest asset. We offer a competitive compensation package, comprehensive benefits, opportunities for rapid career acceleration, and a collaborative work culture built on over 100 years of stability and excellence


Skills Required

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint)
  • Proficiency with Adobe Acrobat (creating and editing PDFs)
  • Proficiency with Google Workspace (Gmail, Drive, Docs, Sheets, Calendar)
  • Experience in public accounting or professional services firm
  • Willingness and ability to learn proprietary tax software
  • Familiarity or willingness to use CCH Axcess, CCH Workflow (XCM), SafeSend, SurePrep/Tax Caddy
  • Ability to organize, prioritize, meet deadlines, and follow up appropriately
  • Strong time management and communication skills
  • Sensitivity to confidential matters
  • Flexibility to work additional hours during busy seasons
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The Company
678 Employees
Year Founded: 1918

What We Do

Mauldin & Jenkins, LLC is a licensed independent CPA firm and a recognized Top 100 Accounting Firm, providing assurance, tax, advisory, and business consulting services.

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