Office Assistant
1 month ago
Responsibilities including but not limited to:
- Assist with the inflowing and outflowing of tax documents from clients by copying, scanning, organizing, referencing, and updating documents from clients
- Emailing and calling clients to request for documents
- Coordinate with our office administrators to collate and assemble complete tax files for clients and return tax documents to client
- Assist with mailing, faxing, and emailing documents to client and various taxing authorities
- Maintain and update internal database with client details
- Upload and download tax documents to and from client portal
- Provide administrative support where necessary to ensure a positive experience for clients
- Some Data entry and special projects as assigned
Qualifications:
- Minimum High School Diploma or Equivalent; AA degree preferred.
- Detail-oriented and professional; Self-driven and ability to work independent and be a team player
- Ability to make logical decision based on firm protocol and procedure
- Must be able to handle confidential information
- Must have ability to prioritize projects, multitask and follow through with projects
- Enjoy a face-pace work environment and stay-cool in a deadline driven industry
- Proficiency in Outlook, Excel, Word, PowerPoint
- Prior work experience in an office environment is desired
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