Administrative Assistant

The Administrative Assistant provides administrative support to the tax and financial planning team by managing client records, coordinating tax preparation workflows, handling client communications, and ensuring timely completion of administrative tasks. Success in this role requires strong organization, attention to detail, and a commitment to confidentiality and client service.

Responsibilities:

• Answer and direct phone calls using a multi-line phone system
• Greet and assist visitors in a professional and friendly manner
• Manage calendars, schedule appointments, and coordinate meetings
• Maintain office supplies inventory and place orders when necessary
• Provide excellent customer support while maintaining confidentiality
• Support special projects and firm initiatives as needed
• Collect, organize, and track client documents.
• Monitor tax return workflow and filing deadlines.
• Follow up with clients regarding outstanding documents, signatures, and payments.
• Assist with assembling and processing completed tax returns.

Qualifications:

• Previous administrative experience in tax, accounting, or financial planning is preferred.
• Excellent communication and interpersonal skills.
• Strong organizational abilities with exceptional attention to detail
• Ability to manage multiple priorities and deadlines.
• Proficient in using Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong written and verbal communication skills

Pay: $17.00 - $22.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person