Administrative Assistant

Administrative Assistant Join our collaborative tax operations team as an Administrative Assistant and play a key role in delivering a smooth, efficient tax season for our clients and accountants. This position is ideal for someone who enjoys organization, client service, and working behind the scenes to keep a busy professional team on track. The Administrative Assistant will: Support the e-filing of federal and state tax returns Contact clients to gather missing information, signatures, and e-file authorizations Handle incoming client calls, answer questions, and guide clients through our online portal Download, track, and organize e-file authorization forms Make outbound calls to clients and assist with document retrieval Scan, upload, and organize tax-related documents, especially post–tax season Maintain accurate, well-organized digital filing systems Coordinate and schedule client calls and appointments for multiple accountants Provide office calendar support and help arrange/order office lunches Deliver ongoing administrative support during peak tax season and throughout the year Participate in off-season training to learn and support more complex tax administrative tasks What We're Looking For: High school diploma or equivalent 2–5 years of administrative experience in a professional, confidential environment At least 2 years of experience using Excel (data entry and spreadsheet management) Proficiency with Microsoft Office (Outlook, Word, Excel) Proven ability to handle confidential and sensitive information Comfortable with frequent phone work and direct client interaction Excellent attention to detail and strong organizational skills Preferred Experience: Background in a tax, accounting, or law firm environment Familiarity with tax software, e-filing platforms, or document management systems