Administrative Assistant (Tax)

Title: Administrative Assistant (Tax)

Key Responsibilities

• Prepare and organize tax client documents and statements, ensuring compliance with company policies
• Process and log outgoing mail and packages via USPS, FedEx, and Certified Mail, arranging courier services as needed
• Manage the physical printing, organizing, and binding of tax returns, ensuring accurate handling of confidential client information
• Create engagement letters, correspondence, documents, and reports from drafts
• Act as a liaison with managers and principals regarding client documentation and reporting
• Ensure the return of original client tax documents through secure courier services
• Provide backup support to office services administration when needed

Qualifications

Education & Experience:

• High school diploma or equivalent required, bachelor’s degree preferred
• Three or more years of administrative experience, preferably in a professional services firm

Skills & Abilities:

• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Experience with PeopleSoft Financials preferred
• Strong written and verbal communication skills, including excellent grammar, spelling, and punctuation
• Ability to work in a deadline-driven environment and manage multiple priorities effectively
• Strong attention to detail and organizational skills for handling confidential documents
• Customer-service oriented with the ability to interact professionally at all levels of management
• Proactive problem-solving skills with a focus on process improvement