Part-Time Administrative Assistant

• Coordinate and schedule appointments efficiently to support client needs
• Serve as the main point of contact for client interactions, ensuring excellent communication and customer service
• Scan and organize tax documents and client files to facilitate tax preparation processes
• Prepare, print, and assemble tax returns while maintaining accuracy and attention to detail
• Handle the mailing of important paperwork to clients and ensure proper record-keeping in client portals
• Utilize software programs and technology tools such as scanners and computers to streamline operations
• Maintain filing systems to ensure easy access to records and documents
• Assist with general receptionist duties, including answering inbound calls and managing inquiries
• Collaborate with team members to ensure deadlines are met during busy periods
• Support other administrative tasks as needed to enhance office efficiency

• A minimum of 3 years of experience in administrative or receptionist roles
• Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Adobe Acrobat
• Strong organizational skills with the ability to multitask and prioritize effectively
• Excellent communication skills and a friendly demeanor for client-facing interactions
• Attention to detail and accuracy in handling sensitive financial documents
• Ability to work in a deadline-driven environment with a calm and detail-oriented approach
• Knowledge of clerical processes and filing systems to ensure office efficiency

Familiarity with Thomson Reuters software such as Ultra Tax, File Cabinet, and Practice CS is a plus

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