Job Description

We are a growing accounting firm and is in need of a full-time Administrative Assistant to join our growing team of professionals.

WHAT DOES THE ADMINISTRATIVE ASSISTANT DO?

During tax season, the Administrative Assistant’s duties will consist primarily of answering phone calls and emails, assembling tax returns, scanning client documents to our digital filing system, logging and providing client tax return status, reordering supplies and occasional ad hoc projects as needed. In off-peak months the duties would consist of those mentioned previously with more focus on developing employee skills in accounting and client services.

PRIMARY DUTIES:

• Handle private, privileged and sensitive information with absolute confidentiality
• Assemble tax returns, financial statements and other materials
• Scan client documents to digital filing system
• Log tax return status in the online tax platform
• Order and maintain office supplies
• Answer phones, greet clients and make appointments

DUTIES MAY ALSO INCLUDE:

• Maintain schedules and calendars – arrange meetings and send invites to attendees
• Ensure the timely delivery of tax returns once completed
• Set up and maintain client information in firm database
• Process/distribute mail and respond to generic/main incoming emails
• Other duties as may be assigned

JOB QUALIFICATIONS

• Proficient knowledge and of MS Office products, Outlook, Word and Excel
• Comfortable learning and using new software products, firm technology and internal procedures
• Strong communication, administrative and interpersonal skills
• Ability to balance multiple priorities and complete assignments within time constraints and deadlines
• Two to three years of prior office experience preferred

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