Administrative Assistant (Tax Department)

Overview

• Provide essential administrative support to the Tax Department, ensuring smooth operations and timely completion of tasks.
• Handle sensitive client documents, organize tax returns, and manage departmental correspondence with precision.
• Perform diverse administrative tasks, including drafting engagement letters, reports, and client communications.
• Coordinate mail and courier services for efficient delivery and retrieval of client documents.
• Support invoice approvals and contribute to the department's administrative workflows.
• Maintain strict confidentiality and uphold organizational standards in all operations.
• Collaborate with managers and principals to address client needs effectively and efficiently.
• Opportunity for potential transition to a permanent role based on performance and organizational needs.

Key Responsibilities & Duties

• Prepare and organize client tax documents and statements for processing and review.
• Manage outgoing mail and packages, arranging courier services as required.
• Draft and edit engagement letters, correspondence, and reports with precision and attention to detail.
• Coordinate with managers regarding client documents and departmental reports.
• Handle physical printing, organizing, and binding of client tax returns for submission.
• Ensure the secure return of original client documents via courier services.
• Assist with invoice approvals and contribute to the department's administrative workflows.
• Maintain high standards of confidentiality and organizational efficiency in all tasks.

Job Requirements

• High School Diploma or GED equivalent required; Bachelor’s degree preferred.
• Minimum of three years of administrative experience; experience in professional services firms preferred.
• Proficiency in Microsoft Office Suite; familiarity with PeopleSoft Financials is advantageous.
• Exceptional organizational skills and attention to detail for effective multitasking.
• Strong written and oral communication skills, including superior grammar and punctuation.
• Ability to manage highly confidential information with discretion and professionalism.
• Team-oriented mindset with a proactive approach to assisting colleagues.
• Capability to thrive in a deadline-driven environment and manage multiple tasks efficiently.