Seasonal Tax Administrative Assistant (Mon to Fri 3:30 to 8:30)
11 days ago
Dayton
Job DescriptionSeasonal- December to April lTax Administrative Assistant (Mon to Fri 3:30 to 8:30) Key Responsibilities of Tax Administrative Assistant The ideal candidate will possess strong organizational skills, impeccable attention to detail, and the ability to handle confidential information with discretion. This role requires a proactive and resourceful individual who can anticipate the needs of executives and effectively manage multiple priorities in a fast-paced environment. • Provide administrative support to tax professionals, including managing calendars, scheduling appointments, and coordinating meetings., • Assist with tax return assembly and processing, including organizing client documents, preparing engagement letters, and tracking filing deadlines., • Organize, scan, and process tax-related paperwork efficiently., • Perform electronic document scanning and ensure proper archiving., • Manage the scan and autoflow process for client documents used by tax preparers., • Manage the mail for incoming client documents that have to be scanned and logged., • Greet clients and review tax documents from clients who visit the office and drop off documents., • Update tax projects to ensure a streamlined process for the tax department., • File documents for Tax Team, • Assist Tax Staff with appointments., • Maintain electronic and physical filing systems to ensure accurate and timely documentation of client records and correspondence., • Respond to client inquiries and requests in a professional and timely manner, both in person and via phone or email., • Collaborate with team members to ensure smooth workflow and efficient completion of tasks., • Assist with special projects and other duties as assigned by supervisors., • Process all certified and FedEx mailings to clients regarding tax documents., • Handle IRS correspondence as necessary., • Assist with various administrative tasks, including preparing and managing lunch for staff when required., • Provide support to the Business Owner (CFO) as needed., • Serve as a backup to the Front Desk Administrator and Tax Team Lean when required.Experience & Education, • Exceptional client service with a demonstrated ability to develop and maintain outstanding client relationships is expected., • Strong knowledge and experience using Google Docs., • Deadline-Oriented: Comfortable working in a fast-paced, deadline-driven environment, particularly during tax season., • Tax Experience: 1-3 years of experience in tax-related roles, especially during tax season, is preferred but not required., • Effective Communication: Strong interpersonal skills to collaborate with individuals at all organizational levels., • Strong organizational skills and attention to detail, with the ability to prioritize and manage multiple tasks effectively., • Excellent communication skills, both verbal and written, with a professional and courteous demeanor., • Ability to maintain confidentiality and handle sensitive information with discretion., • Team player with a positive attitude and willingness to assist colleagues as needed., • Familiarity with tax terminology and procedures is desirable but not required.If you are a motivated and organized professional looking to start or advance your career in a dynamic Tax Firm, we encourage you to apply for the Tax Administrative Assistant position. Please submit your resume and cover letter outlining your qualifications and interest in the role.