Office Assistant

Job Description

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)

• The "Detail First" Mindset: You catch the small things—spelling, missing forms, or disorganized files don't slip past you.
• A 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).

How to Apply

If you are ready to bring your organizational skills and positive attitude, Click Apply Now!

\nCompany 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.

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.