We are seeking an administrative assistant in our tax office who would be responsible for a mix of general administrative duties and specialized tax-related support, such as managing client documentation, processing tax returns, and client communication, particularly during the busy tax season.
Key Responsibilities
Responsibilities to include document management, such as organizing and scanning client paperwork while maintaining confidentiality, support tax return processing by assisting with assembly, data entry, and coordinating electronic filing. Client communication is a key part of the role, involving answering inquiries, and managing data portals. General administrative tasks like managing calendars, processing mail, and ordering supplies are also included. Other duties may involve monitoring project statuses to meet deadlines and providing backup for front desk duties.
Required Qualifications and Skills
Required qualifications preferred prior administrative experience, with experience in a tax or professional services setting being beneficial. Technical skills such as proficiency in Microsoft Office and Adobe Acrobat are essential, while familiarity with tax software is a plus. Important soft skills for this role include strong organizational abilities and attention to detail, excellent communication skills, the ability to multitask in a deadline-driven environment, discretion with confidential information, being a team player, and having problem-solving skills.
Company DescriptionTimothy J. Kissling, CPA has been working as a financial professional for over 30 years. By combining this knowledge with his public accounting experience, Tim has been able to develop an approach that places emphasis on after tax growth and overall safety of his client’s portfolios when assisting them with their retirement and wealth transfer needs. Tim’s sound, responsible financial advice and tax-saving strategies have helped his clients not only grow financially, but also successfully protect their retirement nest-eggs, even throughout turbulent financial times.Company DescriptionTimothy J. Kissling, CPA has been working as a financial professional for over 30 years. By combining this knowledge with his public accounting experience, Tim has been able to develop an approach that places emphasis on after tax growth and overall safety of his client’s portfolios when assisting them with their retirement and wealth transfer needs. Tim’s sound, responsible financial advice and tax-saving strategies have helped his clients not only grow financially, but also successfully protect their retirement nest-eggs, even throughout turbulent financial times. Read Less