Tax Return Processor/Administrative Assistant

1 week ago


West Chester, Pennsylvania, United States Boylston Hoffman LLC Full time
Descripción del Trabajo

Estamos en busca de un individuo motivado y positivo para unirse a nuestro equipo administrativo y desempeñarse en el rol de Procesador de Declaraciones de Impuestos / Asistente Administrativo. Esta posición requerirá habilidades interpersonales sólidas, así como habilidades de comunicación, organización, técnica y procesos, y la capacidad de priorizar constantemente múltiples proyectos en un entorno acelerado con un alto enfoque en calidad y precisión en todos los productos de trabajo. Algunas de las principales responsabilidades incluyen, pero no se limitan a:

  • Procesar copias electrónicas o en papel de formularios de impuestos de ingresos de clientes utilizando los procedimientos y procesos establecidos por la firma. Esto puede incluir encuadernación, ensamblaje y escaneo de documentos.
  • Producir, formatear y editar cartas, informes y otros documentos en Microsoft Office.
  • Responder teléfonos y saludar a los clientes de manera profesional.
  • Programar citas, llamadas, reuniones y gestionar calendarios compartidos.
  • Escanear y gestionar un gran volumen de documentos fuente de clientes.
  • Utilizar sistemas de seguimiento para asegurar que todo el tiempo y materiales se registren, el trabajo y tipo de proyectos están rastreados, y las instrucciones del proyecto y las interacciones con los clientes estén completamente documentadas.
Descripción de la CompañíaBoylston Hoffman, LLC brinda orientación contable y financiera personalizada de calidad a individuos, sociedades, corporaciones, herencias y fideicomisos. Nuestro enfoque está principalmente en el área de servicios de asesoría y cumplimiento tributario. También ofrecemos servicios de consultoría empresarial en diversas áreas.

Aunque la mayoría de nuestros clientes se encuentran en el área metropolitana de Filadelfia, brindamos servicios a clientes en todo Estados Unidos y en varios países extranjeros. Nuestro compromiso con la excelencia y la tecnología permite que cada cliente reciba el mismo nivel excepcional de servicio.

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