PT Personal Assistant

Job Description

ESSENTIAL JOB FUNCTIONS

Personal Assistant tasks include but are not limited to, running errands, ensuring timely lunch delivers; Organize office and documents; answering the main office calls; handling mail, emails, calls and scheduling of owner's appointments.

Process and assemble tax returns, extensions and estimates.

Prepare tax organizers and engagement letters in accordance, with firm's policies and procedures.

Prepare correspondence, proofread and format documents using Microsoft Word

Assist in maintaining databases, spreadsheets, project trackers, etc. to be current and accurate.

Learn to maintain a small book of clients. Candidates will learn full cycle bookkeeping.

Perform other duties as assigned by the Firm Administrator and Department Managers.