We are seeking a proactive, organized, and customer-focused Tax Client Support Assistant to help our tax office deliver exceptional service during our busy season. This role is ideal for someone who thrives in a fast-paced environment, can multitask effectively, and is comfortable assisting clients with a variety of administrative and support needs.

• Tax Client Support Assistant – Tax Firm (January–April 2026)
• Seasonal Full-Time: Monday–Friday | 8:00AM – 4:30PM
• Pay Rate: $25/hr.
• Location: Valencia, CA 91355
  

Responsibilities:

• Assist clients with document submissions, including intake, tracking, and routing
• Follow up with clients regarding missing information, outstanding documents, and general inquiries
• Process invoices and payments, ensuring accuracy and proper documentation
• Support smooth scheduling by coordinating appointments and managing updates
• Answering incoming phone calls with professionalism and provide status updates or guidance
• Provide administrative support to the tax team to keep workflows running efficiently
• Ensure timely communication with clients to maintain clarity and strong client relationships
• Maintain organized digital records using cloud-based systems and follow firm procedures

 

Requirements:

• Previous experience in customer service, administrative support, or a client-facing role
• Ability to work effectively in a fast-paced environment
• Strong multitasking skills with excellent attention to detail
• Clear and professional communication skills (written and verbal)
• Comfortable with cloud-based systems and digital document management
• Basic understanding of invoicing and payment processing
• Reliable, punctual, and able to maintain a professional demeanor

 

Preferred (Not Required):

Experience with any of the following software is a strong plus or similar tools:

• UltraTax
• TaxDome
• DaySmart

 

Hiring Requirements:

• Valid identification proving your right to work in the United States
• As a condition of employment, you may be required to pass a drug screen and background check
• Register with Exact Staff at www.exactstaff.com/register
• For more information, contact our office at (661) 393-9700

EXACT STAFF is an E-Verify employer. All offers of employment are conditioned upon presenting identification proving identity and the legal right to work in the U.S. Exact Staff is an equal opportunity employer. We are dedicated to ensuring that all decisions regarding terms, conditions and privileges of employment are in accordance with our principles of equal opportunity. We will not discriminate against employees or applicants on the basis of race, color, national origin, ancestry, religious creed or religious beliefs, age, sex, marital status, medical condition, pregnancy, childbirth or related medical condition, sexual orientation, gender identity or expression, physical disability, mental disability, citizenship, military status, protected genetic characteristics, or any other characteristic protected by state or federal law or local ordinance. We comply with the ADA and applicable state and local laws and consider reasonable accommodation measures that may be necessary for eligible applicants to perform essential functions of the job. Hire may be subject to passing a medical examination, skill and agility tests. LOS ANGELES APPLICANTS: Exact Staff will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of Article 9 to Chapter XVIII of the Los Angeles Municipal Code