Office and Tax Assistant

Job Description

Job Description

We are looking for a dependable Administrative Assistant to help keep our tax and accounting office running smoothly in Parsippany, New Jersey. This position is ideal for someone who enjoys staying organized, communicating with clients, and managing detailed administrative work in an organized environment. The role plays an important part in supporting daily operations, especially during high-volume tax periods, while helping maintain accurate records and a positive client experience.

Responsibilities:
• Coordinate client scheduling and manage appointment calendars to support an efficient daily workflow.
• Prepare, organize, and assemble tax return documents for review, processing, and final delivery.
• Digitize, file, and maintain client records by scanning and uploading documents into office systems.
• Handle incoming and outgoing correspondence, including mail distribution and document routing.
• Record client payments, support billing activities, and assist with invoice tracking as needed.
• Contact clients to obtain outstanding paperwork, signatures, or other required information.
• Monitor electronic filing progress and help keep tax preparation tasks moving according to deadlines.
• Safeguard sensitive financial and personal information with a high level of confidentiality.
• Provide broad administrative support during peak tax season, including filing, organizing, and office coordination.