Administrative Assistant

• Manage the intake process for tax documents submitted by clients, ensuring accuracy and organization
• Assemble completed tax return packets by either uploading documents to a secure portal or preparing physical folders
• Contact clients to schedule pick-up appointments once tax packets are finalized
• Provide prompt and attentive responses to inbound calls, addressing client inquiries and concerns
• Perform data entry tasks with precision to maintain accurate records and documentation
• Support administrative office functions, including receptionist duties and general office management
• Collaborate with team members to streamline processes and enhance client satisfaction
• Ensure compliance with confidentiality standards when handling sensitive client information

• Minimum of 2 years' experience in an administrative assistant role, preferably within a detail-oriented services firm
• Exceptional communication skills, both written and verbal, to effectively interact with clients and team members
• Proven ability to work independently and adapt quickly to new tasks and tools
• Proficiency in administrative office tasks, including data entry and receptionist duties
• Strong organizational skills with a keen attention to detail
• Ability to manage multiple responsibilities efficiently and meet deadlines
• Commitment to maintaining confidentiality and a high standard of conduct in all interactions

Familiarity with tax-related processes such as income and individual tax return handling is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan