KSDT CPA | Administrative Assistant for Boca Raton, FL office

3 days ago

boca raton, United States KSDT CPA Full time

Administrative Assistant


Boca Raton, FL - This is an in-office only position


#LiveYourLifeLoveYourJob


Are you a motivated professional seeking the chance to contribute to our cool culture and rapid growth? We have a fun and creative environment with sincere partners and an open door policy. We offer a family oriented-environment and at KSDT, we recognize that our people are our greatest asset.


If you want to join a company with "out of the box" thinking, apply here.



Responsibilities


· Provide administrative support for tax professionals in Boca Raton

· Speak directly with clients and respond to inquiries

· Scan and organize documents in SharePoint and GoFileRoom

· Maintain TaxDome software to communicate with clients and obtain tax documents

· Process tax returns using e-filing process which will be taught

· Act proactively on behalf of leadership staff to address and resolve issues

· Handle client tax return billing

· Cultivate relationships and maintain contact with company clients

· Function as a backup for other Administrative Assistants within the group and support other team activities as directed

· Handle incoming calls proficiently and follow through regarding issues raised with appropriate parties

· Develop a good working relationship with all levels of staff

· Compose business correspondence including letters and emails

· Arrange and reserve conference rooms, technology and other logistics for meetings

· Handle sensitive/confidential information requiring a high level of discretion

· Sit at reception desk and respond to visitors


Desired Qualifications


· Relevant experience supporting executives in a professional services environment

· Excellent communication skills both verbal and written including excellent grammar and proofreading abilities

· Excellent technology skills including MS Word, Excel, PowerPoint and Outlook and interest in learning additional software packages as needed

Experience with tax return processing a plus

· Ability to communicate with clients fluently in English, verbally and in writing, Spanish a plus

· Ability to develop own processes and follow through with them

· Ability to exercise good judgment and decision making

· Ability to anticipate problems and act accordingly

· Time management skills - ability to prioritize and multi-task

· Ability to take initiative, be assertive and maintain confidence

· Ability to work overtime as needed

· Professional demeanor

· Organizational skills and detail oriented nature


This job description is subject to change.

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