We are seeking a detail-oriented and organized Administrative Assistant to support our office and accounting operations. In this role, you will manage vital administrative workflows, assist with tax preparation support, handle client communications and e-signatures, and serve as a key resource for both our clients and professional staff.

Key Responsibilities

Client Communication & Support

• Manage email correspondence: Answer and respond to emails pertinent to your role, and forward other messages to the appropriate inboxes and team members.

• Handle complex inquiries: Resolve advanced client inquiries that go beyond the scope of the front desk.

• Client check-in and reception support: Assist with checking in clients for meetings and back up the Receptionist with phone calls as needed.

• Notary services: Handle notary requests and accept payments for notary services rendered.

Tax & Accounting Support

• Document preparation: Prepare client tax documents and make initial inputs within our tax and accounting software platforms.

• Folder preparation: Queue up and organize folders to ready them for tax return preparation.

• E-signatures and follow-ups: Send completed returns out for secure e-signatures and proactively follow up on any outstanding unsigned physical tax returns.

• Workflow overflow: Assist Tax Preparers directly with work overflow to ensure deadlines are met seamlessly.

Qualifications & Skills

• Previous experience in an administrative support role, preferably within a professional services or CPA/accounting environment.

• Strong proficiency in handling digital communications, email management, and office software platforms.

• Familiarity with tax software platforms and electronic document workflows is a strong plus.

• Exceptional attention to detail and strong organizational skills.

• Professional demeanor with excellent written and verbal communication skills.