Job Description
Location: Santa Barbara, CA (On-site only)
About SteelPeak Wealth
At SteelPeak Tax Consulting, we're not your average tax firm. We go beyond number crunching—we partner with businesses and high-net-worth individuals year-round to develop smart tax strategies that save them money and reduce stress. As our firm grows, we're looking for a friendly, detail-driven Tax Administrator to be the first point of contact for our clients and the organizational backbone of our office.
Position Overview
You'll play a key role in keeping our office running smoothly and our team on track:
- Front Desk Management – Welcome clients, answer calls/emails, and maintain a professional and inviting environment
- Scheduling & Calendar Coordination – Keep our tax professionals organized by managing client appointments and internal schedules
- Document Handling – Collect and organize tax documents, ensure paperwork is complete, and support timely submissions
- Tax Return Processing Support – Review submissions, flag missing information, and assist with client follow-up
- Administrative Support – Handle billing, data entry, maintain accurate client records, and provide day-to-day support to the tax team
- Office Coordination – Manage supplies, process mail, and ensure seamless office operations
Qualifications
- 2+ years of administrative or receptionist experience (bonus if it’s in a tax/accounting or legal firm)
- Organized, detail-oriented, and confident juggling multiple tasks
- Clear and professional communication, both written and verbal
- Comfortable with Microsoft Office, CRM systems, and open to learning new tools
- Team player who thrives in a collaborative environment
What We Offer
- Paid Time Off accrual
- 401(k) with company match (eligible after one year)
- Health insurance allowance
- Collaborative, supportive team environment
- Long-term professional growth within a client-focused firm
- Exposure to diverse and sophisticated financial situations
Job Tags
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