Administrative Assistant (Tax Department)

Overview

• Provide administrative support to the Tax Department, ensuring efficient operations and compliance with deadlines.
• Handle confidential client documents, organize tax returns, and manage correspondence.
• Perform administrative duties, including creating engagement letters, reports, and client communications.
• Coordinate mail and courier services for client document delivery and retrieval.
• Provide support for invoice approvals and other administrative tasks within the department.
• Ensure compliance with organizational standards and maintain high levels of confidentiality.
• Collaborate with managers and principals to address client needs effectively.
• Opportunity for potential transition to a permanent role based on performance.

Key Responsibilities & Duties

• Prepare and organize tax client documents and statements for processing.
• Manage outgoing mail and packages, arranging courier services as needed.
• Create and edit engagement letters, correspondence, and reports from drafts.
• Liaise with managers regarding client documents and reports.
• Handle physical printing, organizing, and binding of client tax returns.
• Ensure the return of original client tax documents via courier services.
• Assist with invoice approvals and administrative tasks within the department.
• Maintain high standards of confidentiality and organizational efficiency.

Job Requirements

• High School Diploma or GED equivalent required; Bachelor’s degree preferred.
• Minimum of three years of administrative experience; professional services firm experience preferred.
• Advanced proficiency in Microsoft Office Suite; PeopleSoft Financials experience preferred.
• Strong organizational skills and attention to detail for effective multitasking.
• Excellent written and oral communication skills, including superior grammar and punctuation.
• Ability to manage highly confidential information with discretion.
• Team-oriented mindset with a willingness to assist as needed.
• Capability to work in a deadline-driven environment and handle multiple tasks efficiently.