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

Similar Jobs