Administrative Assistant

Job Description

REQUIREMENTS

• Minimum 3 years’ experience providing direct administrative support
• Strong organizational and time management skills
• Excellent written and verbal communication
• High attention to detail and ability to follow processes
• Strong understanding of client confidentiality and secure document handling
• Comfortable working independently in a remote environment
• Proficient in Google Workspace and/or Microsoft Office
• Familiarity with Calendly, MailChimp, Squarespace, Canva, Monday.com, Notion, or project management tools is a plus

Preferred

• Previous experience in the tax and accounting industry preferred
• Working knowledge of tax deadlines and industry terminology
• Experience supporting remote teams and maintaining workflow dashboards
• Familiarity with software such as: TaxDome, Stanford Tax, Karbon, Practice Ignition, Google Workspace

RESPONSIBILITIES

• Manage emails and calendars
• Schedule meetings and appointments
• Organize digital files and documents
• Assist with client communication and follow-up
• Data entry and updating spreadsheets/documents
• Support tax preparers with client onboarding, document management
• Manage communication, scheduling, and workflows through project management system
• Review client submissions for completeness (e.g. W-2s, 1099s, organizers, and engagement letters.)
• Maintain digital files, ensuring accuracy, confidentiality, and compliance with firm standards.
• Provide administrative and client service support during peak tax seasons and throughout the year.
• Prepare basic reports, forms, and templates
• Support recurring administrative and operational tasks
• Assist with special projects as needed

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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