Administrative Assistant

Overview

• Provide administrative support in a fast-paced professional services environment, ensuring smooth operations and client satisfaction.
• Assist with tax return assembly, e-filing, and document management during tax season.
• Work onsite Monday-Friday and Saturday mornings during peak tax season.
• Collaborate with a dynamic team to support various administrative functions.
• Opportunity for career growth and potential transition to a permanent role.
• Engage in a professional environment that values hard work and employee development.
• Utilize Microsoft Office tools for efficient data and correspondence management.
• Contribute to a positive work-life balance and community-focused culture.

Key Responsibilities & Duties

• Assist with administrative tasks related to tax return assembly, e-filing, and document management.
• Support the preparation and processing of tax extensions, scanning, and organizing client documentation.
• Handle various administrative duties as needed, emphasizing efficiency and accuracy.
• Communicate effectively with staff and clients to ensure seamless operations.
• Utilize Microsoft Office tools (Excel, Word, Outlook) for data management and scheduling.
• Cross-train in other CPA firm administrative functions to support the team.
• Maintain professionalism and adaptability in a dynamic work environment.
• Participate in team meetings and contribute to process improvement initiatives.

Job Requirements

• Minimum of 3 years of administrative support experience in a professional environment.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Detail-oriented with strong multitasking and prioritization skills.
• Familiarity with CCH ProSystems Axcess and Document Management is a plus.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively within a team.
• Comfortable working onsite and during extended hours in tax season.
• Professional demeanor and customer service orientation.