Administrative Assistant

7 days ago


Boca Raton, United States Kabat, Schertzer, De La Torre, Taraboulos & Co. Full time
Administrative Assistant - Boca Raton, FL office

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

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 (familiarity with TaxDome a plus) 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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