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We are looking for a highly organized and meticulous professional to join our tax office team during the busy tax season. The Tax Office Assistant will be responsible for supporting daily office functions, providing outstanding service to clients, and assisting with the overall tax preparation process. This position is ideal for those with strong administrative abilities, a customer-focused approach, and experience with standard office software. If you enjoy fast-paced settings and thrive on helping operations run smoothly, this could be the perfect fit.
Job Responsibility:
Welcome clients upon arrival and ensure a positive front-desk experience
Answer, screen, and direct incoming calls utilizing a multi-line phone system
Complete routine data entry, organize digital and paper records, and maintain filing systems
Coordinate schedules and manage appointments for tax preparers
Review and proofread documents to verify accuracy
Perform general administrative duties, including photocopying and scanning
Protect the confidentiality of all client information and adhere to privacy guidelines
Requirements:
Prior experience in office administration, clerical, or administrative support roles
Excellent organizational skills and ability to manage competing tasks
Accurate typing skills with a keen eye for detail when proofreading
Strong interpersonal skills and a polished, professional phone manner
Nice to have:
Experience as a receptionist, personal assistant, or within a similar office environment is a plus
Capacity to handle multiple responsibilities simultaneously while maintaining accuracy and professionalism
What we offer:
medical, vision, dental, and life and disability insurance