Administrative Assistant Tax Support

Job Summary:

Facilitates the efficient operation of the assigned department by performing a variety of clerical and administrative tasks.  Provides administrative support to clients and internal staff.  May assist in training newly hired clerical staff. 

Duties/Responsibilities:

• Welcomes and directs visitors and clients.
• Maintains filing systems as assigned.
• Scanning documents; printing and archiving tax returns.
• Retrieves information as requested from records, email, minutes and other related documents; prepares written summaries of data when needed.
• Responds to and resolves administrative inquires and questions.
• Prepare agendas and schedules for meetings.
• Records and distributes minutes or other records for meetings.
• Maintains office supplies and coordinates maintenance of office equipment.
• Supports Tax Preparers 
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Proficient in Microsoft Office Suite or related software.
• Excellent organizational skills and attention to detail.
• Basic understanding of clerical procedures and systems such as recordkeeping and filing.
• Ability to work independently.

Education and Experience:

• Associate’s degree highly preferred.
• Minimum of three to five years of experience in an administrative role required
• Payroll experience preferred but not required.  Willing to train.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Able to lift up to 15 pounds at times.