Administrative Assistant

Order Type : Temp To Full-Time

P/T Admin Asst, 30 hrs/week, ability to work more hours during tax season Key Responsibilities: • Serve as the first point of contact for client inquiries via phone, email, and in person. • Schedule and manage client appointments, especially during the busy tax season. • Prepare, and organize tax documents, reports, and correspondence for client files. • Utilize Drake Tax Software for document tracking and client file management. • Support document intake, scanning, and secure file organization using Juno and internal systems. • Maintain accurate electronic and paper filing systems in compliance with data security protocols. • Provide administrative support to tax preparers and accountants as needed. • Handle confidential client data with discretion and integrity. • Take on additional responsibilities during peak tax season, including increased hours and support for client volume. ________________________________________ Qualifications: • Prior experience in an administrative or office support role (experience in a tax or accounting office is preferred). • Excellent organizational and time management skills. • Strong written and verbal communication skills. • Proficiency in Microsoft Office Suite (Word, Excel, Outlook). • Familiarity with Drake, Bill.com, and Juno (or similar platforms) is preferred. Training will be provided. • Ability to work independently and prioritize multiple tasks. • Professional appearance and a client-focused attitude. • Willingness and availability to work full-time hours during tax season (January–April).