Administrative Assistant

Job description

“It’s about the people who depend on us.”

We are a rapidly growing financial services business. We are responsible for the financial future of whole families, and we are looking for someone to help us help those who depend on us.

Who We Are

Everything we do flows from the idea that we are in business to help provide a secure financial future for the families who depend on us. We work with our clients to help them understand the options of their financial life. This includes strategies to save on taxes, increase wealth, manage risk expectations, exit planning, and legacy solutions.

We prioritize our business decisions to benefit each individual client, and we always try to do the right thing for their individual situation. Operating through that lens, helps us to make the best decisions and as a result we have a higher probability for our own success as well.

To that end, we are looking for a administrative assistant to join our team who can provide an excellent level of support for both our clients and prospects and provide that critical infrastructure for this process.

The Role

The role of our administrative assistant is to be the first point of contact, a warm and friendly welcome for our clients and prospects, vendors, and strategic partners.

Your positive attitude will enhance our client experience, while your organizational aptitude will support the administrative and operational functions of the Tax department.

Our ideal candidate works well as part of a team and does not get ruffled by high pressure deadlines.

Position Summary

We are seeking a detail-oriented and organized Administrative Assistant with experience in a tax or accounting environment. The ideal candidate will support our tax team and deliver exceptional client assistance. The ideal candidate is familiar with tax processes, maintains confidentiality, and has the ability to handle a fast-paced, deadline-driven environment.

Key Responsibilities

• Provide administrative support to the tax team, including scheduling, correspondence, and maintaining records.
• Manage incoming calls, emails, and client inquiries, directing them appropriately and ensuring prompt follow-up.
• Maintain and organize tax files, ensuring all documents are accurate and stored securely in compliance with regulations.
• Coordinate meetings, appointments, and calendars for team members, ensuring timely communication and preparation.
• Assist in preparing tax returns, extensions, and other necessary filings under the supervision of the tax team.
• Monitor and track deadlines for tax filings, client deliverables, and compliance requirements.
• Input data into tax software systems and generate reports as required.
• Liaise with clients to gather necessary information, resolve basic inquiries, and maintain a high level of client service.
• Perform other general administrative duties as assigned.

Qualifications

Required:

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and tax preparation software (e.g., [specific software, if applicable]).
• Strong organizational and multitasking skills with an ability to prioritize tasks effectively.
• Excellent verbal and written communication skills.

Preferred:

• Familiarity with tax forms, deadlines, and basic compliance requirements.
• High level of discretion and ability to handle sensitive information with confidentiality.
• Experience with Drake tax or accounting software, and QuickBooks.
• Knowledge of federal, state, and local tax processes and regulations.

Key Competencies

• Attention to detail and accuracy in data entry and documentation.
• Ability to work independently and collaboratively in a team-oriented environment.
• Strong problem-solving skills and a proactive approach to managing tasks.
• Excellent time management skills and the ability to meet deadlines consistently.

Work Environment

• Office setting with occasional extended hours during peak tax seasons.
• Requires regular interaction with clients and team members, both in-person and via remote communication tools.

Compensation and Benefits

• Competitive salary commensurate with experience.
• health insurance, retirement plan and professional development opportunities

This position offers an exciting opportunity for an administrative professional to contribute to a dynamic tax team. If you are detail-oriented, thrive in a deadline-driven environment, and have a passion for customer service, we encourage you to apply.

Job Type: Full-time

Pay: $15.00 - $18.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Administrative: 1 year (Preferred)

Ability to Commute:

• Springfield, MO 65804 (Required)

Ability to Relocate:

• Springfield, MO 65804: Relocate before starting work (Required)

Work Location: In person

Salary : $15 - $18