Administrative Assistant

Job Description

Job Description

Job Description:

We are a busy tax preparation office seeking a charismatic, team-oriented

Administrative Assistant to join our team. As the first point of contact for our clients, you

will play a crucial role in creating a welcoming environment and ensuring our daily

operations run smoothly. The ideal candidate is highly personable, computer literate,

and able to handle a variety of administrative tasks with a positive attitude.

Hours & Schedule:

Off-Peak Season (April 16 – December 31): Monday through Thursday, 9:00 AM –

5:00 PM

Tax Season (January 1 – April 15): Monday through Friday, 9:00 AM – 5:00 PM

Key Responsibilities:

Client Relations: Warmly greet clients upon arrival and answer incoming phone calls

with a friendly, professional demeanor.

Administrative Duties: Schedule and manage client appointments, make outbound

calls to clients for follow-ups, and handle incoming/outgoing mail, including mailing

out completed tax returns and other legal documents.

Document Management: Scan, log, and organize physical and digital documents

accurately.

Office Maintenance: Perform light office cleaning to keep the reception and

common areas neat, tidy, and welcoming.

Team Collaboration: Work seamlessly with our tax professionals and office staff to

maintain an efficient workflow.

Qualifications:

Interpersonal Skills: Charismatic, outgoing, and exceptionally comfortable talking

to and assisting clients.

Technical Literacy: Proficient with computers and standard office technology;

quick to learn new software platforms.

Skills: Strong organizational skills, attention to detail, and the ability to multitask in a

fast-paced environment.

Teamwork: A strong team player who is willing to pitch in where needed.