Benefits :

Paid time off

Job Title : Office Assistant

Your responsibilities will include providing support to our team of tax professionals and the Office Manager; scanning and filing tax documents, maintaining office efficiencies;

heavy phone volume; and assisting clients with their inquiries.

Responsibilities : Data Management :

Data Management :

• Organize and maintain physical and digital files, records, and databases.
• Scanning and digital filing of tax documents.
• Ensure the confidentiality and security of sensitive client information.

Administrative Support :

• Assist in organizing and managing office operations, including maintaining office supplies, equipment, and facilities.
• Manage incoming and outgoing correspondence, emails, and phone calls.
• Schedule appointments and meetings for tax professionals.

Client Interaction :

• Interacts with clients and visitors in person, over the phone and via email and provides them with general information about our services.
• Assist clients with inquiries, appointments, and document submissions.
• Ensure a high level of customer service and professionalism in all client interactions.

Financial Support :

Assist with basic accounting tasks such as invoicing, billing, and processing payments.

Team Collaboration :

• Collaborate with CPAs, the Office Manager and other office staff to ensure efficient workflow and communication.
• Assist with special projects and tasks as assigned by management.

Qualifications :

• Associate degree required. College Degree in Accounting or Business preferred.
• Previous experience in an administrative role, preferably in a tax / accounting environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and basic accounting software.
• Strong detail skills with attention to accuracy and organization.
• Excellent communication and interpersonal skills.
• Ability to prioritize tasks, multitask, and work independently or as part of a team.
• Must be able to work overtime during tax season

Last updated : 2024-06-08