We are seeking an experienced full time administrative assistant to provide administrative support to our tax and audit team. The position is key to the success of the firm and candidates must be flexible, possess excellent interpersonal skills, and demonstrate an ability to work well with all levels of internal management and staff, as well as outside clients and vendors. 

Job Responsibilities:

• Assemble and scan tax returns and documentation supporting tax returns
• Process tax, audit, and business consultation engagement letters, financial statements, and business proposals
• Set up appointments and meetings, as assigned
• Assist with work product deliverables/assembly and the mailing of client organizers
• Facilitate off-site storage, including preparing and maintaining documentation
• Provide general administrative and clerical support such as filing, faxing, and scanning
• Organize and schedule meetings and luncheons, as requested
• Occasionally travel to make deliveries to post office, FedEx, clients, or general office errands
• Perform light data entry duties including typing out memos and letters
• Attend to various ad hoc projects that may arise

Job Requirements :

• Fast learner and detail-oriented
• Organized and task-oriented
• Proficient in Microsoft Office Suite
• Provide exceptional customer service and phone skills
• Ability to work in a fast-paced, high pressure, deadline-driven environment
• Self-motivated and goal-oriented
• Execute assignments of a confidential nature
• Excellent interpersonal communications skills
• Excellent customer relationship skills
• Ability to take direction from multiple individuals
• Ability to work collaboratively and efficiently
• Must be timely and reliable
• Ability to sit and stand for extended periods of time
• Bending, stooping, and occasionally lifting and moving up to 15 lbs. are required for general tasks such as picking up and loading kitchen supplies, organizing office supplies, moving boxes, holding client files or records, etc.
• Applicant must have dependable transportation as out-of-office tasks may be necessary
• Availability and willingness to work extra hours and some weekends during peak tax seasons and near large deadline dates
• Positive team player

Experience Requirements:

• Minimum 2 years of experience, preferably in a CPA firm or professional services firm
• Customer Service Experience