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Tax Season Administrative Assistant Seasonal Position

How to Apply

Please send your résumé and a brief introduction to erica@paulvcpaexeter.com with the subject line “Tax Season Administrative Assistant.”

We look forward to meeting someone who takes pride in excellent client service and helping a team succeed during tax season.

    • Greet clients, answer incoming calls, and respond to routine inquiries professionally.

    • Receive, scan, organize, and securely maintain client tax documents.

    • Set up and update client information in the firm’s software.

    • Assemble completed tax return packages and coordinate delivery.

    • Help track electronic signature requests and filing authorizations.

    • Process client payments and assist with routine billing tasks.

    • Maintain an organized reception area and provide general administrative support.

    This is an administrative support role; tax preparation experience is not required.

    • Strong organizational skills and attention to detail.

    • Friendly, professional communication skills, both in person and over the phone.

    • Ability to manage competing priorities and follow through on assignments.

    • Comfort using Microsoft Office, email, scanners, and PDF documents.

    • Ability to learn new software and follow established procedures.

    • Reliability, punctuality, and discretion when handling sensitive information.

    • Prior office administration or customer service experience preferred; experience in an accounting or other professional services office is a plus.

    • Employment type: Part-time, temporary seasonal position.

    • Season dates: January 4–April 14, 2027.

    • Hours: Five hours per day, with flexible scheduling between 8:00 a.m. and 5:00 p.m.

    • Location: On-site at 455 E Maple St, Exeter, CA 93221.

    • Pay range: $20-30 per hour, depending on experience.