Job Summary
The Administrative Assistant plays a vital role in providing support to the tax team by efficiently handling various administrative tasks. This position focuses on the scanning, organization, and processing of client tax documentation, as well as the preparation of deliverables. Additionally, the role encompasses managing electronic workflows, addressing mail, and ensuring effective front-desk and telephone support.
Responsibilities
- Scan, organize, and process client tax documents.
- Assemble deliverables for the tax team.
- Manage electronic workflows and incoming mail.
- Provide front-desk support and handle telephone inquiries.
Qualifications
- Prior experience in administrative tasks or document processing.
- Experience in an accounting or financial services setting is preferred.
- Proficiency in Microsoft Office applications and Adobe PDF tools.
- Ability to work flexible hours during peak tax season.
