Administrative Assistant (Tax)

Overview

• Provide administrative support to the tax department in a professional services firm.
• Assist with document preparation, updates, and e-filing processes.
• Manage client data and workflows using ERP systems and other software tools.
• Handle correspondence, scheduling, and front desk duties as needed.
• Support conference room setups and ensure meeting readiness.
• Create shipping labels and manage outgoing packages efficiently.
• Provide superior customer service and maintain confidentiality.
• Collaborate with team members to improve processes and workflows.

Key Responsibilities & Duties

• Prepare, finalize, and upload SOWs and related documents in ERP systems.
• Update workflows and confirm document completion in UserVerse.
• Manage client setup and payment information verification.
• Provide front desk coverage and handle incoming calls professionally.
• Create labels for outgoing packages and ensure timely dispatch.
• Assist with conference room scheduling and preparation for meetings.
• Support correspondence and expense management tasks.
• Utilize CRM and other tools for client and workflow management.

Job Requirements

• High School Diploma or GED required; Bachelor’s degree preferred.
• Minimum of four years of administrative experience; professional services firm experience preferred.
• Advanced proficiency in Microsoft Office Suite; experience with ERP systems preferred.
• Bilingual Spanish preferred but not required.
• Strong organizational skills and ability to manage multiple tasks efficiently.
• Excellent written and verbal communication skills with attention to detail.
• Ability to work independently and in a deadline-driven environment.
• Capable of handling confidential information with discretion.