Tax Assistant/Administrative Assistant
Job Description
Job Description
We are a very busy tax and bookkeeping office with over 400 clients. We are looking for a responsible Tax Assistant /Administrative Assistant to perform a variety of tasks. Duties include providing support for our tax department, managers and team members, assisting in tax preparation daily office needs and managing our company’s general administrative activities. This position requires excellent client relationship skills. The ideal candidate should have excellent oral and written communication skills and be able to organize and maintain a high variety and volume of clients. If you have previous experience as a Tax Assistant, Executive Administrative Assistant and familiarity within our industry, we’d like to meet you. Ultimately, a successful Tax Assistant /Administrative Assistant should ensure an efficient and smooth day-to-day operation of our office.
Responsibilities
- Answer and direct phone calls
- Organize and schedule appointments
- Write and distribute email, correspondence memos, letters, faxes and form
- Maintain a filing system
- Maintain and update office policies and procedures
- Provide general support to clients and team members
- Act as the point of contact for clients
- Scanning and assembling Tax Returns
- Maintain client documents
- Customer service
- Data entry
Skills
- Proven experience as an administrative assistant
- Knowledge of office management systems and procedures
- Proficiency in MS Office, word and MS Excel
- Excellent time management skills and the ability multitask and prioritize work
- Attention to detail and problem solving skills
- Excellent written and verbal communication skills
- Strong organizational skills with the ability to multi-task
- Ability to work autonomously
- Previous experience in public tax preparation/bookkeeping firms preferred
- Experience with Lacerte and Sage preferred but not required
\nCompany Description
Year-round full-time EA tax, bookkeeping and payroll practice.
Company Description
Year-round full-time EA tax, bookkeeping and payroll practice.