Administrative Assistant, Tax Services

Position Overview

We are looking for an energetic Assistant to join our growing tax services team! The successful candidate will work closely with a team to provide an exceptional client experience and execute the delivery of business advisory services.

Key Responsibilities

• Assist in the creation of professional project proposals
• Create, review and format documents and letters into final form
• Consistently meet project deadlines
• Set appointments, calls, meetings and manage shared calendars
• Assist in contacting clients and other associated parties as directed
• Process incoming and outgoing mail and act as first point of contact for clients
• Prioritize and manage multiple tasks and projects with close attention to detail
• Manage and maintain document organization and account files, electronic and hard copy
• Maintain and submit time entries for purpose of billing clients
• Ad hoc duties

Required Qualifications

• Bachelor’s degree in Business Administration or related field
• Having an Enrolled Agent license is considered an asset
• Willing to obtain an Enrolled Agent license is considered an asset
• Excellent English verbal and written communication skills
• Strong interpersonal skills and thrives as a team player in a highly collaborative environment
• Superior organization and time management skills with ability to multitask
• Strong attention to detail skills and takes pride in quality of work delivered
• Proficient with computers and the Microsoft Office suite

Benefits & Perks

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Additional Information

• Job Type: Full-time
• Schedule: 8 hour shift, Monday to Friday
• Work Location: Remote