About Us:
We are a fast-paced, client-focused tax resolution firm, committed to helping individuals and businesses navigate complex tax issues. Our team provides expert advice, personalized service, and effective solutions. As we grow, we seek a versatile Administrative Assistant to join our collaborative, dynamic team.
Job Overview:
The Administrative Assistant will provide essential support to ensure smooth day-to-day operations. This role requires someone who enjoys handling various tasks and assisting multiple teams. You'll maintain high service levels, stay organized, and ensure efficient task completion.
Key Responsibilities:
-Administrative Support: Answer phones, organize documents, and handle general office duties.
-Client Communication: Serve as a point of contact for clients in the absence of primary staff, ensuring timely and professional responses.
-CRM System Management: Maintain accurate client data in the CRM system. Experience with CRM is a plus but not required.
-Document Preparation & Data Entry: Assist in preparing tax-related documents and inputting client data accurately.
-Cross-Functional Support: Help various departments (e.g., Client Services, Operations) to ensure smooth operations.
Skills & Qualifications:
Proficient in Google Suite (Docs, Sheets, Drive)
Excellent phone etiquette and customer service skills.
Strong organizational skills, with the ability to prioritize and stay on top of tasks.
Quick learner, adaptable to new tasks and changing priorities.
Responsible, reliable, and able to work independently.
Key Attributes:
Adaptable: Ready to support various teams and tasks.
Quick Learner: Fast to grasp new software, tasks, and processes.
Team Player: Thrives in a collaborative, dynamic environment.
Dependable: Consistently reliable and accountable.