Tax Return Processor/Administrative Assistant

2 weeks ago

West Chester, United States Boylston Hoffman LLC Full time
Job DescriptionJob Description

We seek to add a motivated and positive individual to our Administrative team to fill the role of Tax Return Processor / Administrative Assistant. This position will require strong people-skills as well as communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects in a fast-paced environment with a high level of focus on quality and accuracy in all work products. Some of the major responsibilities include, but are not limited to:

  • Process electronic or paper copies of client income tax forms utilizing established Firm procedures and processes. This may include binding, assembly and scanning of documents.
  • Produce, format, and edit letters, reports, and other documents in Microsoft Office.
  • Answer phones and greet client in a professional manner
  • Set appointments, calls, meetings and manage shared calendars
  • Scan and manage a large volume of client source documents.
  • Utilize tracking systems to ensure all time and materials are recorded, project work and type are tracked, and project instructions and client interactions are fully documented.
Company DescriptionBoylston Hoffman, LLC provides quality, personalized accounting and financial guidance to individuals, partnerships, corporations, estates, and trusts. Our focus is primarily in the area of tax advisory and compliance services. We also provide business consulting services in a number of different areas.

While the majority of our clients are located in the greater Philadelphia area, we provide service to clients across the United States and in a number of foreign countries. Our commitment to excellence and technology allows for each client to receive the same exceptional quality of service.Company DescriptionBoylston Hoffman, LLC provides quality, personalized accounting and financial guidance to individuals, partnerships, corporations, estates, and trusts. Our focus is primarily in the area of tax advisory and compliance services. We also provide business consulting services in a number of different areas.\r
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While the majority of our clients are located in the greater Philadelphia area, we provide service to clients across the United States and in a number of foreign countries. Our commitment to excellence and technology allows for each client to receive the same exceptional quality of service.

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