Tax Administrative Assistant Course: Your Foundation for a Career in a tax office!

This program prepares participants to function as administrative support professionals in tax and accounting offices. It blends core office administration skills (e.g., communication, document management, scheduling, software applications) with tax-office‐specific knowledge (e.g., tax filings, credits, tax office workflow).

Learning Objectives

By the end of this program, students will be able to:

• Understand the role and responsibilities of a tax administrative assistant within a tax or accounting practice.

• Demonstrate proficiency in common office software (e.g., word processing, spreadsheets, presentation tools) and organize both paper and electronic files. (See standard admin programs. 

• Apply effective business communication: prepare professional correspondence, answer phones, route documentation, and assist clients.

• Manage appointment scheduling, client intake, workflow for tax preparers, and basic office procedures such as filing, billing, and money-handling in a tax-preparation setting. (As found in a tax-assistant training course. 

• Recognize fundamental tax concepts relevant to client intake and administrative processes, such as filing status, common tax credits (refundable/non-refundable), and the role of professional responsibility in tax preparation. (From the tax administrative assistant context. 

• Support the tax preparation process by organizing tax return documentation, assisting with data entry, tracking deadlines, and communicating between clients and preparers.

• Maintain confidentiality, apply ethical standards in tax-office operations, and adhere to the relevant regulatory environment.

• Develop job-search skills appropriate to roles in tax administrative support: resume development, professional conduct in tax offices, and readiness for employment.

Course Length - 14 Weeks (100% Online) / Live Video Lecture each Week

Course Cost - $999.00 (Payment Options Available)

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