07/21/2026
We are hiring! Please send resumes to [email protected]
Tax Office Assistant
On-site
Full-time (32 hours off season hours, 50+ Tax Season)
We are a small firm that supports individuals, small businesses and agriculture businesses with tax preparation, bookkeeping, and general accounting services. Located in Medford, WI. We emphasizes accuracy, confidentiality, and personalized client service. Team members work closely with clients to help them understand their financial information and meet filing requirements. The company values reliability, integrity, and clear communication in all client interactions. It offers a collaborative environment where employees can grow their skills in tax and accounting support.
The Tax Office Assistant is a full-time, on-site role based in Medford, WI. This position supports tax and accounting professional with daily office operations, including organizing client files, preparing and scanning documents, and maintaining accurate records in both paper and electronic formats. The role includes answering phones, greeting clients, scheduling appointments, and handling routine inquiries in a professional manner. The assistant helps assemble tax returns and client packets, verifies that required information is complete, and follows up with clients for missing documentation. Additional responsibilities may include basic data entry into accounting or tax software, managing incoming and outgoing mail, and special projects during busy tax seasons.
Qualifications:
Strong organizational and time management skills to handle multiple client files and deadlines.
Proficiency with basic office software (e.g., Microsoft Office or similar tools) and comfort learning tax or accounting systems i.e. QuickBooks desktop, QuickBooks Online, Lacerte
Attention to detail and accuracy in data entry, document handling, and recordkeeping.
Clear, professional communication skills for interacting with clients, colleagues, and external contacts.
Customer service mindset, with the ability to maintain confidentiality and build trust with clients.
Ability to work on-site in Medford, WI and collaborate effectively within a small office environment.
High school diploma or equivalent required; coursework or experience in accounting, bookkeeping, or office administration is beneficial. Technical or Associate degree is a plus.
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