Administrative Assistant

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Paid time off

Job Type: Seasonal

Pay : $15.50 - $18.00/hour

Hours: Monday-Friday 8am – 5pm

Saturdays 8am – 1pm

Opportunity for Overtime

Experience & Requirements

• Minimum of a High School Diploma.
• Must be able to multitask, stay organized, and communicate professionally with clients and team members.
• Must demonstrate respect for client privacy and adhere to confidentiality protocols.
• Must pass a background check.
• Minimum 2 years of office experience, including answering phone calls and direct client interaction.
• Basic understanding of business operations.
• Proficiency in Microsoft Word, Excel, Outlook, Zoom.
• Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry.
• Comfortable using office technology (scanners, printers, copiers).
• Must have reliable transportation.

General Duties

• Handle phone calls, emails, and other basic office communications.
• Maintain a clean and organized workspace, ensuring sensitive documents are secured daily.

Tasks

• Answer and manage phone calls for both Gillespie and Carlinville offices.
• Schedule client appointments and manage the calendar.
• Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups.
• Learn the basics of tax return processing.
• Support small business services during downtime to aid in tax preparation.
• Train to manage client interactions, primarily with small business clients.
• Organize and process incoming/outgoing client documents.
• Ensure all documentation is scanned and uploaded into client software.
• Assist with bookkeeping, payroll, and sales tax services.
• Occasional travel to the Carlinville Office to work or check the mailbox.