Administrative Assistant

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Competitive salary
• Paid time off

• Minimum of a High School Diploma. 
• Must be able to multitask, stay organized, and communicate professionally with clients and team members. 
• Must demonstrate respect for client privacy and adhere to confidentiality protocols. 
• Must pass a background check. 
• Minimum 2 years of office experience, including answering phone calls and direct client interaction. 
• Basic understanding of business operations. 
• Proficiency in Microsoft Word, Excel, Outlook, Zoom. 
• Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry. 
• Comfortable using office technology (scanners, printers, copiers). 
• Must have reliable transportation. 

• Handle phone calls, emails, and other basic office communications. 
• Maintain a clean and organized workspace, ensuring sensitive documents are secured daily. 

• Answer and manage phone calls for both Gillespie and Carlinville offices. 
• Schedule client appointments and manage the calendar. 
• Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups. 
• Learn the basics of tax return processing. 
• Support small business services during downtime to aid in tax preparation. 
• Train to manage client interactions, primarily with small business clients. 
• Organize and process incoming/outgoing client documents. 
• Ensure all documentation is scanned and uploaded into client software. 
• Assist with bookkeeping, payroll, and sales tax services. 
• Occasional travel to the Carlinville Office to work or check the mailbox.