Office Assistant

Job Description At American Tax & CPA Services, we take pride in delivering smooth, top-tier financial and tax services to our clients across the Tri-County community. We know that an exceptional client experience starts the moment someone dials our phone or walks through our front door. We are looking for a sharp, dependable, and detail-oriented Office Assistant to keep our operational machinery running seamlessly. If you thrive on organization, love creating order out of clutter, and take pride in being the supportive backbone of a busy professional team, we want to hear from you. Why You’ll Love Working Here Flexible Engagement Structure: We offer structured Full-Time and high-rate Part-Time positions tailored to your availability. A Supportive Environment: You’ll work alongside experienced professionals in a clean, modern, and respectful office setting. Predictable, Impactful Work: Your efforts directly ensure our clients are taken care of and our operations run on time. What You’ll Be Doing (Key Responsibilities) Front Desk & Client Intake: Warmly welcome arriving clients, answer incoming multi-line calls, take thorough messages, and route inquiries to the appropriate team member. Document & File Management: Prepare physical file folders, organize sensitive client intake documents, and maintain accurate physical and digital filing systems. Form & Data Entry Support: Assist clients with filling out preliminary information forms and input basic client data into our internal systems with complete accuracy. General Clerical Upkeep: Handle outgoing mail, address envelopes, monitor office supplies, and ensure the client reception and conference areas remain tidy and professional. What We’re Looking For (Qualifications & Mindset) Detail First Mindset: You catch the small things—spelling, missing forms, or disorganized files don't slip past you. Welcoming, Professional Demeanor: Strong verbal communication skills over the phone and in person. You make every client feel valued and heard. Reliability & Confidentiality: Dependable attendance and a strict commitment to maintaining client confidentiality and data security. Basic Tech Comfort: Comfortable using multi-line office phones, scanning equipment, and basic office software (word processing, spreadsheet entry, email). Prior Office Experience: 1–2 years of reception, filing, or administrative experience in a professional office setting (accounting, legal, medical, or real estate environment preferred). Company Description Located right in the heart of Lady Lake, American Tax & CPA Services provides trusted, proactive tax preparation, planning, and accounting solutions to individuals, retirees, and local small businesses across Central Florida. We pride ourselves on creating a client-focused, low-stress environment where accuracy, expertise, and personalized client relationships come first. #J-18808-Ljbffr