Responsibilities:
Lead administrative teams to provide seamless office and administrative support coverage.Provide efficient, courteous, and professional support to internal and external clients, ensuring a positive client experience.Prepare tax return packages for delivery, including printing, assembling, and quality-checking all documentation.Maintain proficiency in core business software applications such as Microsoft Word, Excel, Outlook, and Adobe Acrobat to support daily operations.Organize and file documents in compliance with firm-wide electronic retention policies and standards.Accurately record and communicate client records and progress updates across relevant departments in a timely manner to ensure accurate visibility into service timelines and outcomes.Schedule and coordinate appointments, meetings, and other calendar activities to ensure efficient time management and smooth daily operations.Manage various office support tasks, such as copying, scanning, shredding, mail metering and distribution, front desk coverage, maintaining supply rooms, and handling multi-line phone systems.Take on additional responsibilities as assigned, demonstrating flexibility and a proactive approach to team needs.Qualifications:
At least 1 year of administrative experience in an accounting or tax environment or an Associates Degree in AccountingAdvanced proficiency in Microsoft Office Suite (Word, Excel, Outlook) and Adobe Acrobat; familiarity Monday.com, Quickbooks and/or SmartVault Document Management System is preferred by not required.Strong organizational skills with the ability to effectively prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environmentExcellent verbal and written communication skills, with a strong emphasis on professionalism, clarity, and attention to detail.Ability to handle confidential information with discretion and maintain a high level of professionalism and adaptabilitySkilled in gathering, organizing, and accurately distributing information across teams and stakeholdersWork Hours:
Summer (Memorial Day to Labor Day) M-Th 8am-6pm, Fri 8:00am-12:00pmFall, Winter & Spring (Labor Day to Memorial Day) M-F 8:30am-5:30pmCompany DescriptionWe are a client-focused, community-rooted accounting firm that takes pride in building lasting relationships with the individuals and businesses we serve. As a local firm, we offer personalized, high-quality service that’s driven by our commitment to trust, transparency, and long-term success. Our team thrives on collaboration, professional growth, and delivering results that truly make a difference to our clients.Company DescriptionWe are a client-focused, community-rooted accounting firm that takes pride in building lasting relationships with the individuals and businesses we serve. As a local firm, we offer personalized, high-quality service that’s driven by our commitment to trust, transparency, and long-term success. Our team thrives on collaboration, professional growth, and delivering results that truly make a difference to our clients. Read Less