Administrator- JJCO

Pay: $21.30 to $27.00 per hour

Administrator (Tax) Job Description

We are looking for a professional and enthusiastic person who enjoys the challenge of handling multiple tasks and responsibilities. This person must be organized, detail-oriented, intrepid, analytical, and able to prioritize tasks, plus be able to work independently as well as part of a team. Responsibilities include setting up new clients in our system, tracking client documents received and

disseminating

documents to the tax team,

preparing

and filing extensions, restoring QuickBooks files, and other tasks that

assist

the tax staff in gathering the items necessary to prepare returns.  This position will be the main contact point for tax clients in the tax

department,

so excellent communication skills are

a must.

Key Responsibilities

Client Onboarding & Data Management

Set up new clients in the firm’s tax system and

maintain

accurate, up-to-date client records.
Track and organize client documents, ensuring

timely

receipt and proper dissemination to the tax preparation team.
Manage digital and physical filing systems to

maintain

confidentiality and compliance standards. Tax Department Support

Prepare and file client tax extensions and

assist

in compiling information required for tax return preparation. Support the tax team by restoring and

maintaining

QuickBooks files and verifying data accuracy.
Coordinate with the tax staff to ensure all client information and supporting documents are complete before deadlines.
Basic tax data entry
Client Communication & Relationship Management

Serve as the primary point of contact for

tax

clients, responding promptly to inquiries and requests.
Communicate clearly and professionally with clients to gather necessary information and provide status updates.
Build strong, professional relationships with clients, particularly nonprofit organizations.
Administrative & Project Coordination

Provide administrative support to tax leadership, including scheduling, project tracking, and report preparation.
Manage multiple deadlines, prioritize tasks, and adapt to

shifting

workloads.
Exercise independent judgment and initiative in solving problems and improving departmental processes.
Financial Systems & Reporting

Use QuickBooks (or QuickBooks Online) to manage and reconcile client financial data.
Generate and analyze reports in Microsoft Excel to support tax preparation and review processes.
Assist

in ensuring accuracy and consistency of financial and tax data across systems. Process Improvement & Collaboration

Collaborate with colleagues across departments to streamline workflows and enhance efficiency.
Participate in internal meetings to discuss workload, deadlines, and process enhancements.
Contribute to

maintaining

a positive, team-oriented work environment.

Qualifications & Requirements

BA and 3-5 years progressively responsible experience in administrative field
Interest in working with nonprofit organizations
General understanding of basic tax returns and financial statements
Proficient in Microsoft Office with advanced Excel skills.
Experience using QuickBooks
Excellent oral and written communication skills
Highly flexible and positive in nature, able to manage multiple (or shifting) timelines and priorities
Ability to use independent judgment and initiative to solve problems and manage projects
Experience in supporting a leadership team
QuickBooks or QuickBooks Online certification is a plus
Previous

Tax Preparation Experience is a plus Experience using CCH ProSystem

Fx

Tax software is a plus

Jacobson Lawrence & Company Our Mission At JLCO Inc. , our mission is to deliver a comprehensive and holistic approach to professional services, offering more than traditional accounting and tax support. Our Vision Our vision is to act as a central advisor and trusted influence, providing an ecosystem of solutions designed to address every aspect of each of our firms' clients' financial health and well-being, and meet their ever-changing needs. Our Core Values These principles guide everything we do, from client relationships to team collaboration. Integrity in Every Action We believe trust is the foundation of every client relationship and every internal partnership. At JLCO, integrity means doing the right thing even when no one is watching. From tax compliance to IT security, we uphold industry-leading standards of honesty, transparency, and accountability to guide every decision we make. Collaboration that Elevates We achieve more when we work together. Collaboration at JLCO means breaking down silos between offices, departments, and teams to create a dynamic client and employee experience. By respecting each other's strengths and sharing knowledge, we elevate not only our teams, but the clients and community we serve. Innovation with Purpose We embrace change and harness technology to move our clients and our firm forward. At JLCO, innovation isn't about chasing trends — it's about implementing solutions that create efficiency, deliver clarity, and open new possibilities for growth. Every technology and tool we adopt is tested to ensure it aligns with our mission of empowering our clients toward their best future.