Administrator

Administrator Overview

• The Administrator role offers a dynamic opportunity to support administrative and reception tasks during peak tax season.
• Serve as the first point of contact for clients, ensuring professional and efficient communication.
• Provide essential administrative support to the tax team, contributing to seamless operations.
• Manage client documents, ensuring accurate receipt, organization, and processing.
• Maintain confidentiality and security of sensitive financial and personal information.
• Work in a fast-paced environment, supporting critical deadlines and tasks.
• Utilize Microsoft Office tools to enhance workflow and document management.
• Collaborate with the team to ensure client satisfaction and operational success.

Administrator Key Responsibilities & Duties

• Answer phones, greet clients, and manage front desk operations professionally.
• Organize and track client tax documents, ensuring timely processing and filing.
• Schedule appointments and manage calendars during peak tax season.
• Assist with data entry and support tax return workflows as needed.
• Maintain a welcoming and organized reception area for clients and staff.
• Communicate with clients regarding documentation and follow-ups effectively.
• Ensure strict confidentiality of sensitive client information and records.
• Support e-filing processes and track submission confirmations accurately.

Administrator Job Requirements

• Bachelor of Science (BS) degree required; associate degree preferred.
• Minimum of 5 years of experience in administrative or receptionist roles.
• Proficiency in Microsoft Office applications, including Word and Excel.
• Strong organizational skills and attention to detail in document management.
• Ability to multitask and prioritize in a deadline-driven environment.
• Excellent communication and customer service skills for client interactions.
• Experience with tax software or document management systems is advantageous.
• High level of discretion and reliability in handling sensitive information.