Tax Administrative Associate

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a Tax Administrative Associate to join our growing team! The Tax Administrative Associate provides administrative and operational support to the E.A. Buck Accounting & Tax Services (EABATS) team while delivering exceptional customer service to clients and internal team members.

This role supports day-to-day tax operations through scheduling, client communication, document management, tax preparation support, and administrative coordination. The ideal candidate is highly organized, detail-oriented, customer-focused, and comfortable working in a fast-paced professional environment, especially during tax season.

This position is primarily based in Honolulu, HI.

This position is a full-time, in-person position.

Salary / Benefits Package:

• Base Salary range of $40,000 to $45,000 per year, based on experience.
• Competitive benefits package including 100% employer paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching.

Duties and Responsibilities

• Answer incoming calls, emails, and client inquiries in a professional and timely manner.
• Schedule appointments and coordinate calendars for tax professionals and clients.
• Serve as a primary point of contact for select tax clients and provide exceptional customer service.
• Monitor, organize, and track client workpapers and documentation needed for tax preparation.
• Assist with tax season processes including scanning, assembling, logging, tracking signatures, and delivering tax returns.
• Input and maintain accurate client information within CRM, tax software, and internal systems.
• Coordinate invoice billing, payments, and collection activities.
• Maintain organized files, records, and documentation while ensuring data accuracy and confidentiality.
• Support tax professionals with administrative, operational, and process-related tasks.
• Assist with special projects, internal process improvements, and other administrative duties as assigned.

Job Requirements:

• High school diploma required; Associate’s or Bachelor’s degree preferred.
• 2 years of administrative experience preferred, ideally within a tax, accounting, or professional services environment.
• Job offer is contingent upon successful completion of a background investigation and reference checks.

Prior experience in one or more of the following preferred:

• Tax, accounting, or financial services environments.
• Administrative support within a professional office setting.
• Client service and appointment coordination.
• CRM systems, tax software, or document management systems.

Preferred Skills & Qualifications:

• Strong interpersonal communication and customer service skills.
• Highly organized and detail-oriented.
• Strong analytical and problem-solving skills.
• Advanced computer and data entry skills.
• Self-directed and self-motivated.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional discretion and ability to handle confidential client information appropriately.