Administrative Bookkeeper
$50kExpress Employment Professionals Defunct
Job Full Description Job Title: Tax Office Administrator Salary: $50,000 per year
#3463 About the Role
We are a tax firm with three partners seeking a detail-oriented Office Administrator to manage our internal operations and workflow. In this role, you will support the partners by handling the technical and logistical "follow-through" of our client engagements ensuring documents are signed, books are updated, and meetings are seamlessly scheduled based on partner preferences. Key Responsibilities
3463
7100 Plantation Road
Suite 4
Pensacola, FL 32504
#3463 About the Role
We are a tax firm with three partners seeking a detail-oriented Office Administrator to manage our internal operations and workflow. In this role, you will support the partners by handling the technical and logistical "follow-through" of our client engagements ensuring documents are signed, books are updated, and meetings are seamlessly scheduled based on partner preferences. Key Responsibilities
- Logistics & Scheduling: Manage partner calendars and schedule initial phone or conference room meetings for new clients as directed.
- Signature & Compliance Workflow: Facilitate the sending and tracking of signature forms and engagement letters via electronic signature platforms.
- External Bookkeeping & Data Entry: Perform accurate data entry for bookkeeping clients and manage the collection of payments or payment information.
- IRS Communication: Preparation of IRS letters, Power of Attorneys, etc.
- Document Processing: Handle high-volume scanning, digital filing, and the printing, assembly, and mailing of completed tax returns.
- Administrative Support: Manage outgoing mail, frequent trips to the post office, and maintaining office supplies.
- Software Research: Assist with research projects to evaluate new software or tools for firm-wide implementation.
- Other Duties as Assigned
- Experience: 2-5 years in an administrative or professional office role.
- Communication: Ability to communicate professionally with clients via email or phone.
- Organization & Attention to Detail: Ability to maintain organized and thorough recordkeeping while managing multiple client files, deadlines, and priorities during high-volume seasons.
- Technical Proficiency: Proficiencies in QuickBooks Online, Adobe, and Microsoft systems.
- Reliability: Must have reliable transportation.
- Adaptability: Must be willing to learn and adapt to different software, circumstances, and workflows.
- Education: High school diploma required; relevant administrative or office experience preferred.
- Standard Hours: 8:00am - 5:00pm
- Seasonal Note: Potential for increased hours/Saturdays during peak tax season (Feb-April 15) or reduced hours during off-season.
3463
7100 Plantation Road
Suite 4
Pensacola, FL 32504
Vacancy posted 1 day ago
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