Improve Your Tax Business Efficiency With Administrative Support

Tax preparer instructs administrative assistant at a desk.

As a tax preparer, you’re likely familiar with the challenges that come with peak seasons, and you’re constantly seeking ways to enhance your business efficiency. Hiring administrative staff can make a significant difference in your workload throughout the year. In this article, we’ll explore how bringing administrative professionals on board can help you not only survive but thrive even during tax season. 

How to grow your tax business 

Growing your tax business involves more than just acquiring new clients – it’s about optimizing your internal operations to handle increased workloads effectively. As demand for your services grows, so do the challenges of managing multiple tasks efficiently. Administrative support staff can play a pivotal role in helping you scale your business while maintaining a high level of service. 

How administrative support staff can help your tax business 

Save time 

The more your practice grows, the more demands you have on your time, especially during tax season. Administrative support staff can take care of routine tasks such as appointment scheduling, document organization, and data entry, allowing you to focus on your clients and their tax returns. This not only saves you time but helps ensure that the administrative side of your business isn’t neglected during tax season. 

Reduce stress 

The stress of managing a tax business during peak seasons can be overwhelming. Administrative support staff can serve as a buffer, handling day-to-day tasks that often contribute to stress and burnout. From managing client communications to filing paperwork, their role is to alleviate the burden, helping you maintain a better work-life balance. 

Enhance client experience 

A seamless client experience is crucial for the success of any business. Administrative support staff can contribute significantly to this by ensuring that clients receive prompt responses, that their documents are processed efficiently, and that appointments are scheduled without any hiccups. A positive client experience not only fosters client loyalty but can also lead to word-of-mouth referrals, helping you grow your business organically. 

Administrative support staff duties 

Ultimately, you’ll decide the scope of work for your administrative support, but typically, administrative professionals can handle a range of tasks, including: 

  • Appointment scheduling and calendar management 
  • Document organization and data entry 
  • Computer and software updates and data backups 
  • Client communication and correspondence 
  • Billing and invoicing 
  • Managing office supplies and equipment 
  • Handling routine administrative tasks to keep the office running smoothly 

By delegating these responsibilities to administrative support staff, you free up valuable time and resources to focus on strategic aspects of your tax business. 

How to hire administrative support staff 

Finding the right administrative support staff is crucial for reaping the full benefits of their assistance. Consider the following steps during the hiring process to help you find the right fit. 

  • Identify specific needs: Clearly outline the administrative tasks you need help with to ensure you hire individuals with the right skill set. 
  • Interview and assess: Look for candidates with a professional demeanor, strong organizational skills, and the ability to adapt to a dynamic work environment. Also, consider how they’ll handle interacting with and welcoming new clients. 
  • Consider technology proficiency: You’ll want your admin to be able to work with the relevant software and tools in your tax office, as a tech-savvy administrative support staff can enhance your overall business efficiency. 
  • Provide training: Once hired, offer training on your specific processes and expectations to ensure seamless integration into your tax business. 


Hiring administrative support staff is a strategic move that can positively impact your efficiency, reduce stress, and contribute to the overall growth of your tax business. By delegating routine tasks to capable professionals, you’ll find yourself with more time and energy to focus on what you do best – providing expert tax services to your clients.