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We are seeking a reliable and detail-oriented Administrative Assistant to join our client in the tax service field. This role is essential in ensuring the smooth operation of our office and providing exceptional support to our staff and clients during tax season and beyond. The ideal candidate should be highly organized, a strong communicator, and comfortable working in a fast-paced, customer-focused environment. If you’re organized, enthusiastic, and eager to support a team in helping clients navigate the tax process, we want to hear from you!
Job Responsibility:
Answer phones, manage incoming calls, and redirect or take messages as needed
Greet and assist clients in person, ensuring a professional and welcoming office environment
Schedule and confirm appointments for tax preparation services
Assist with the preparation and assembly of tax documents, ensuring all forms are completed accurately and promptly
Organize and maintain both physical and electronic files, ensuring confidentiality and compliance with company policies
Serve as the primary point of contact for client inquiries, ensuring questions are answered or forwarded in a timely manner
Collect and process required documentation from clients, ensuring accuracy and completeness
Manage daily office tasks such as ordering supplies, processing mail, and maintaining office cleanliness
Assist with data entry and updating customer information in the system
Support the tax preparation team with any additional administrative needs
Requirements:
1-2 years of administrative, customer service, or office experience required (experience in a tax services or financial environment preferred)
Proficiency in Microsoft Office Suite (Word, Excel, and Outlook)
Familiarity with tax preparation software or financial management tools is a plus but not required
Excellent communication and interpersonal skills
Strong organizational and multitasking abilities with keen attention to detail
Ability to maintain confidentiality and handle sensitive information with discretion
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