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Office Assistant in Office Full Time
5 months 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