Tax Administrative Assistant

Position Overview

Robert Half has a two-month contract with a tax firm in Foster City. Our client prides themselves on their client-focused approach. They provide comprehensive services in tax preparation, planning, and consulting. They are looking for a detail-oriented and highly organized Administrative Assistant. As an Administrative Assistant, you will play a crucial role in supporting the team of tax professionals by managing office tasks, maintaining client records/data entry, and assisting with scheduling and communication. You will be working in a fast-paced environment and must be able to handle multiple tasks and prioritize effectively.

Key Responsibilities

• Assist in processing completed tax returns for client copies (ex: prep K-1s, save files to flash drives, prepare labels or envelopes and post for mailing
• Assist in routing workflow (log in work and sort to appropriate location)
• Phone support to triage phone calls
• Data entry if possible (Autoflow tax documents through scanner for tax prep, enter technology fees for completed returns, similar data entry assignments as needed)

Required Qualifications

• Data Entry & Attention to Detail, Adaptability/flexibility, effective communication skills, handle sensitive information with discretion, Computer Literacy with Proficiency in Word, Excel and Adobe
• Proven experience as an administrative assistant or in a similar role, preferably within a tax or accounting firm.
• Strong proficiency with Microsoft Office Suite (Excel, Word, Outlook) and office equipment.
• Excellent organizational and time management skills.
• Strong written and verbal communication skills.
• Ability to handle sensitive and confidential information.
• Detail-oriented with the ability to multitask and prioritize in a busy environment.

Preferred Qualifications

• Experience with tax software (preferred, but not required).

Compensation

$25.00-$30.00 Hourly