Administrative Assistant

Overview

• Provide administrative support during tax season in a fast-paced environment.
• Act as the first point of contact for clients, ensuring excellent service.
• Assist with document management, filing, and organization tasks.
• Handle reception duties, including phone calls and client check-ins.
• Support tax administration processes, including data entry and tracking.
• Maintain confidentiality and professionalism in all interactions.
• Collaborate with the tax team to ensure smooth operations.
• Opportunity for overtime during peak tax deadlines.

Key Responsibilities & Duties

• Answer phones and greet clients professionally and courteously.
• Manage front desk operations, including scheduling and inquiries.
• Receive, log, and organize client tax documents efficiently.
• Assist with data entry and tracking of tax return workflows.
• Maintain accurate client files and document management systems.
• Support e-filing processes and track submission confirmations.
• Handle outgoing correspondence and document pickup/drop-off.
• Ensure strict confidentiality of sensitive client information.

Job Requirements

• Bachelor of Science (BS) degree required.
• Minimum of 5 years of experience in administrative or receptionist roles.
• Proficiency in Microsoft Office Suite, especially Word and Excel.
• Strong organizational and time management skills.
• Ability to multitask effectively in a deadline-driven environment.
• Excellent communication and customer service abilities.
• Experience with tax software or document management systems preferred.
• Willingness to work extended hours during peak periods.