Tax Administrative Assistant Course

Next Course - May 5th- Enroll Today!

Tax Administrative Assistant Course: Become a Tax Pro!

Train for a stable, in-demand role supporting tax professionals during filing season and year-round. This course prepares you to work as a Tax Administrative Assistant in accounting firms, tax offices, and small businesses by teaching the real workflows used to onboard clients, organize documents, manage appointments, and support return preparation.

What you’ll learn (core topics)

Tax office workflow: intake → document collection → prep support → review → e-file/closing
Client intake and interview support: what to ask, what to record, and how to avoid errors
Organizing tax documents: W-2s, 1099s, K-1s, bank/interest forms, receipts, and prior-year returns
Calendar and deadline control: appointments, extension tracking, follow-ups, and delivery scheduling
Tax software support basics: scanning, uploading, labeling, and return status tracking (high-level)
Secure records handling: confidentiality, identity protection, and document retention practices
Professional communication: phone/email scripts, difficult client situations, and escalation procedures