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We are looking for a detail-oriented Administrative Assistant to support our team during the busy tax season. This Contract position, offers an excellent opportunity to contribute to a CPA firm's operations by managing and organizing critical tax-related documents. The role requires someone with strong organizational skills, a high level of confidentiality, and familiarity with document scanning software.
Job Responsibility:
Process and handle a large volume of tax-related documents with accuracy and efficiency
Scan and save files while maintaining a well-organized digital filing system
Coordinate and prepare tax documents for review by tax preparers
Assemble finalized tax documents for distribution to clients
Download and manage files from various sources to ensure accessibility
Draft and send correspondence to clients in a thorough and accurate manner
Uphold strict confidentiality standards when dealing with sensitive information
Utilize SurePrep or similar scanning software to upload and extract data from scanned documents
Adhere to a business casual dress code and work Monday through Friday during standard business hours
Requirements:
Proven experience in administrative support or similar roles
Proficiency in scanning software such as SurePrep, GruntWorks, or equivalent systems
Exceptional organizational skills with the ability to manage high volumes of paperwork
Strong attention to detail and accuracy in handling sensitive data
Ability to maintain confidentiality and professionalism at all times
Familiarity with basic office software and data entry systems
Excellent communication skills, both written and verbal
Availability to work standard hours during the tax season, including potential overtime
What we offer:
medical, vision, dental, and life and disability insurance