Administrative Assistant - Tax Preparation

Job Title: Administrative Assistant – Tax Preparation

Location: Atlanta, Georgia

Job Type: Full-Time

Salary: Competitive, based on experience

About Us: We are a dynamic tax preparation firm focused on providing exceptional service to our clients. We leverage cutting-edge technology to streamline tax processes and ensure accuracy. We are seeking an adept Administrative Assistant with exceptional computer, technology, and communication skills to join our team.

Job Description: As an Administrative Assistant in our tax preparation business, you will be the backbone of our office operations, ensuring that all administrative tasks are managed efficiently while supporting the tax preparation process.

Key Responsibilities:

· Client Interaction:

· Greet and assist clients, providing a professional and welcoming environment.

· Manage client inquiries via phone, email, or in-person, ensuring prompt and courteous responses.

· Document Management:

· Scan, organize, and maintain both digital and physical records of tax documents with meticulous attention to detail.

· Ensure all client files are accurately organized, named and filed.

· Software Utilization:

· Expertly use tax preparation software (e.g. CCH ProSytems FX or specialized software).

· Manage and update databases, spreadsheets (Advisor Engine, Microsoft Suite), and other office software.

· Communication:

· Draft, review, and send correspondence to clients and tax authorities.

· Handle scheduling of client appointments and meetings using calendaring software.

· Technology Support:

· Assist in troubleshooting minor hardware/software issues or coordinate with IT support when necessary.

· Keep abreast of new technology trends in tax preparation to enhance workflow.

· Administrative Support:

· Prepare reports, memos, and documents for tax professionals.

· Manage office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.

· Manage delivery/setup of breakfast & lunch, as well as emptying dishwasher and disposing of old food

· Collect & distribute mail; prepare and send mailings

Skills and Qualifications:

· Education:

o Associate’s degree or higher in Business, Accounting, Computer Science, or related field preferred.

· Experience:

o At least 2 years in and administrative role, with experience in a tax or financial setting highly preferred.

· Technical Proficiency:

o Advanced skills in Microsoft Office suite and familiarity with tax software.

· Communication:

o Exceptional written and verbal communication skills; ability to explain complex tax concepts in simple terms.

· Detail-Oriented:

o High accuracy in date entry and document management.

· Problem-Solving:

o Ability to troubleshoot and resolve issues independently or know when to escalate.

· Confidentiality:

o Must demonstrate discretion in handling sensitive information.

· Time Management:

o Excellent organization skills with the ability to prioritize tasks effectively.

Benefits:

· Health and dental insurance

· 401K with company match

· Paid time off

· Professional development opportunities

How to Apply:

· Please submit your resume and a cover letter explaining how your skills align with the job requirement. We look forward to learning how you can contribute to our team.

· Note: Only shortlisted candidates will be contacted for interviews.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off

Schedule:

• Monday to Friday

Application Question(s):

• Will you be able to reliably commute to Atlanta, GA 30328?
• How many years of administrative experience do you have working in a tax office?

Experience:

• Microsoft Office: 5 years (Required)

Work Location: In person