Tax Administrative Assistant

• Serve as the first point of contact for clients, managing phone calls, emails, and in-person inquiries with professionalism
• Schedule appointments for clients, ensuring tax preparers’ calendars are updated and follow-up actions are executed promptly
• Organize and maintain client files, ensuring confidentiality and proper documentation standards are adhered to
• Handle incoming and outgoing correspondence, including mail and email
• Assist in creating materials for client interaction, ensuring clarity and accuracy
• Manage office supply inventory, placing orders as needed to maintain a fully stocked and efficient workspace
• Update and archive client files in compliance with company protocols and IRS regulations
• Provide administrative support to accounting staff and assist with various projects as needed
• Maintain a clean, organized office environment to ensure a productive and detail oriented setting
• Handle office-related tasks, such as booking meeting rooms, coordinating catering for meetings, and organizing travel arrangements
• Ensure adherence to firm policies and confidentiality standards regarding client data management

• High School Diploma or equivalent
• Degrees in Business, Finance, or related field preferred
• Demonstrated experience in a similar administrative role within the Financial Services industry
• Ability to effectively use office equipment such as scanners, printers, and fax machines
• Excellent organizational and time-management skills
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite, especially Excel, Word, and Outlook
• Familiarity with Financial Services industry terminology and practices
• Attention to detail and a high level of accuracy in all work
• Ability to work independently with minimal supervision, as well as part of a team
• Knowledge of administrative and clerical procedures, including managing files and records, stenography, and transcription
• Positive attitude and detail-oriented demeanor
• Willingness to take on additional tasks or projects to support the business as needed
• Must adhere to all company policies and maintain confidentiality with sensitive client and company information

Familiarity with Financial Services industry terminology and practices

• Medical, vision, dental, and life and disability insurance
• Eligibility to enroll in company 401(k) plan