Administrative Assistant

Overview

• Provide essential administrative support in a dynamic tax administration environment, ensuring smooth operations and client satisfaction.
• Act as the first point of contact for clients, delivering professional and courteous service.
• Assist with document management, filing, and organizational tasks to maintain operational efficiency.
• Handle reception duties, including managing phone calls and client check-ins professionally.
• Support tax administration processes through accurate data entry and workflow tracking.
• Collaborate with the tax team to ensure seamless operations during peak periods.
• Maintain confidentiality and professionalism in all client interactions and document handling.
• Opportunity to gain additional experience through overtime during critical tax deadlines.

Key Responsibilities & Duties

• Manage front desk operations, including greeting clients and addressing inquiries with professionalism.
• Answer and direct phone calls appropriately, ensuring excellent communication standards.
• Receive, log, and organize client tax documents securely and efficiently.
• Assist with accurate data entry tasks and track tax return workflows effectively.
• Maintain organized client files and document management systems for operational efficiency.
• Support e-filing processes, ensuring submission confirmations are tracked and documented.
• Handle outgoing correspondence and coordinate document pickup/drop-off logistics.
• Ensure strict confidentiality and security of sensitive client information at all times.

Job Requirements

• Bachelor of Science (BS) degree is required for this position.
• Minimum of 5 years of experience in administrative or receptionist roles.
• Proficiency in Microsoft Office Suite, particularly Word and Excel.
• Strong organizational and time management skills to handle multiple tasks effectively.
• Excellent communication and customer service abilities are essential.
• Experience with tax software or document management systems is preferred.
• Ability to work extended hours during peak tax periods when necessary.
• Demonstrated ability to maintain confidentiality and professionalism in all interactions.