We are seeking a detail-oriented Administrative Assistant to join our team. The ideal candidate will provide administrative support to tax and accounting professionals while assisting with various accounting tasks. Responsibilities include scanning, mailing, filing (electronic and paper), answering the phone and assisting clients, greeting clients, and administrative assistance to the owners as needed. The candidate should have excellent organizational skills, strong attention to detail, and the ability to multitask effectively. This position is part-time, 28-32 hours per week, Monday - Thursday.
Responsibilities:
Answering phone, handling client requests and scheduling appointments
Scanning documents
Assist with sending returns to clients for review and submitting returns to IRS.
Maintain accurate and organized filing systems for financial documents.
Communicate with clients regarding billing and payment inquiries.
Assist with payroll processing as needed.
Communicate with clients regarding status of tax returns or other projects.
Maintain client e-mail distribution list.
Qualifications:
College degree preferred; high school degree required
Previous experience in an administrative or accounting role.
Proficiency in Microsoft Office Suite, particularly Excel and Word.
High level of accuracy and attention to detail.
Ability to maintain confidentiality of sensitive financial information.
Strong interpersonal skills and ability to work well in a team.
Strong analytical and problem-solving skills.
Excellent verbal and written communication skills.
Ability to prioritize tasks and meet deadlines in a fast-paced environment.
Experience with accounting software such as QuickBooks ,QBO, SafeSend, and Ultratax is a plus.
Benefits:
- Competitive salary
- 401K
- Six Paid Holidays
- Health Insurance available