Administrative Assistant (Tax Department)

Overview

• Provide comprehensive administrative support to the tax department, ensuring efficient operations and timely task completion.
• Handle confidential client information with discretion, maintaining high standards of security and professionalism.
• Prepare, organize, and manage client tax documents, including printing, binding, and courier services.
• Collaborate with managers and principals to facilitate seamless communication and document management.
• Support various tax departments with invoice approvals and administrative tasks.
• Utilize advanced Microsoft Office Suite skills to create and edit professional documents and reports.
• Ensure adherence to deadlines and prioritize multiple tasks effectively in a fast-paced environment.
• Assist in improving processes and workflows within the administrative scope.

Key Responsibilities & Duties

• Prepare and organize tax client documents and statements for efficient processing.
• Manage outgoing mail and packages using USPS, FedEx, and other courier services.
• Create engagement letters, correspondence, and reports from drafts provided by management.
• Coordinate with managers regarding client documents and ensure timely delivery.
• Handle invoice approvals and provide administrative support across tax departments.
• Ensure the secure return of client original tax documents via courier services.
• Maintain and manage highly confidential client information with utmost discretion.
• Assist in organizing and binding physical copies of client tax returns.

Job Requirements

• High School Diploma, GED, or equivalent required; Bachelor’s degree preferred.
• Minimum of three years of administrative experience; professional services firm experience preferred.
• Advanced proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
• Experience with PeopleSoft Financials is highly desirable.
• Strong organizational skills and attention to detail for efficient multitasking.
• Excellent written and oral communication skills, including grammar, spelling, and punctuation.
• Ability to work under deadlines and manage multiple projects effectively.
• Capable of handling highly confidential information with discretion and professionalism.