25-35 hours/ week
About Us:
We are a fast-paced, client-focused tax resolution firm dedicated to helping individuals and businesses navigate complex tax issues. Our team is committed to providing expert advice, personalized service, and effective solutions to our clients. As we continue to grow, we are looking for a versatile, adaptable Administrative Assistant to join our team and support our operations in a dynamic, collaborative environment.
Job Overview:
The Administrative Assistant will provide essential support across various functions within the firm to ensure smooth day-to-day operations. This position is designed for someone who enjoys taking on a variety of responsibilities and can step in to assist different teams when needed. As a key player in the office, you will help maintain a high level of service and efficiency, ensuring tasks are handled in a timely and organized manner.
Key Responsibilities:
-Administrative Support: Assist with general office duties such as answering phones, scheduling appointments, filing, and organizing documents.
-Client Communication: Serve as a point of contact for clients when primary staff members are unavailable, ensuring clients receive prompt, courteous, and professional responses.
-CRM System Management: Maintain accurate and up-to-date client information in the CRM system. If no experience with CRM software, must be willing and quick to learn.
-Document Preparation & Data Entry: Assist in the preparation of tax-related documents, reports, and forms. Input and update client data accurately in both physical and digital records.
-Cross-Functional Support: Provide assistance across various departments (Client Services, Operations, etc.), ensuring all areas of the firm run smoothly and that tasks are completed efficiently.
-Phone Etiquette: Professionally handle incoming calls, direct inquiries to the appropriate department, and maintain a positive, friendly attitude at all times.
-Filing & Organization: Ensure that both physical and electronic files are kept organized, and manage the filing system to ensure quick retrieval and compliance.
-Miscellaneous Tasks: Support ad-hoc tasks as needed, from mail handling to organizing meetings and client visits, always ensuring smooth day-to-day operations.
Requirements:
-Education & Experience:
High School diploma or equivalent required; additional education or certifications in office administration is a plus.
Previous experience in an administrative or customer service role, preferably in a professional services or legal/tax-related environment.
-Experience with CRM systems is a plus but not required (we’re willing to train the right candidate).
Skills & Qualifications:
Strong computer literacy, including proficiency with Microsoft Office Suite (Word, Excel, Outlook, etc.).
Excellent phone etiquette and strong customer service skills, with the ability to handle a variety of client situations professionally.
Ability to work independently, prioritize tasks, and stay organized in a busy environment.
Quick learner who is adaptable to changing priorities and workflows.
Responsible, reliable, and accountable with a strong work ethic.
Friendly, approachable, and able to interact effectively with clients, team members, and external partners.
Key Attributes:
-Adaptable: Willing and able to support various departments and adjust to different tasks as needed.
-Quick Learner: Demonstrates the ability to quickly grasp new tasks, processes, and software programs.
-Team Player: A collaborative mindset that thrives in a dynamic office environment.
-Dependable: Consistently reliable and accountable for managing tasks and meeting deadlines.
Benefits:
-Paid time off and holidays
-Opportunities for professional growth and development
-Friendly and supportive work environment
-401K