Office Administrator for Tax and Financial Services

7 days ago


Great Neck, New York, United States Premier Tax Planning Llc Full time
Job Overview

Premier Tax Planning Llc is seeking a highly skilled Office Administrator to join our team.

Salary Information

The estimated salary range for this position is $45,000 - $60,000 per annum, depending on experience and qualifications.

Key Responsibilities
  • We are looking for an individual who can work in a fast-paced professional environment and multitask effectively.
  • Responsibilities include greeting clients in a friendly and professional manner, scheduling appointments, answering high-volume telephone calls, opening and distributing mail, filing and faxing documents, processing client payments, and data entry tasks.
Required Skills and Qualifications
  • A minimum of 1 year's experience in office administration or a related field.
  • An ability to prioritize tasks, multitask, and work independently in a dynamic environment.
  • Excellent written and verbal communication skills, with strong attention to detail and organizational skills.
  • Experience with Microsoft Office and CRM systems is essential.
Benefits

This is a full-time opportunity offering a competitive salary, benefits package, and opportunities for career growth and development.



  • Great Neck, New York, United States Rosen And Glaser Cpas Pc Full time

    We are seeking a highly skilled Financial Reporting Analyst to join Rosen And Glaser CPAs PC.Salary: $65,000 - $80,000 per annum, depending on experience.About the RoleThe Financial Reporting Analyst will be responsible for preparing and analyzing financial records for our company. This includes developing and examining financial statements, taxes, and other...


  • Great Neck, New York, United States CBIZ Full time

    CBIZ is seeking a highly organized and detail-oriented Executive Assistant to support the executive team within the healthcare sector in Great Neck, NY.Key Responsibilities:Administrative SupportManage executive schedules, appointments, and travel arrangements efficiently.Prepare meeting agendas, take minutes, and follow up on action items promptly.Draft,...


  • Great Neck, New York, United States Optum Full time

    Job SummaryAs a Clinical Administrative Coordinator at Optum, you will play a crucial role in managing the administrative intake of members. This involves working closely with pharmacies and the clinical team to oversee treatment therapies, process referrals, and prior authorizations. You will also assist clinical staff with document setup, handle member...


  • Great Neck, New York, United States Creative Financial Staffing Full time

    Company OverviewCreative Financial Staffing is working with a privately owned distributor of chemicals, minerals, and other raw materials on an international scale. This company has been operating for over 40 years, distributing domestically and internationally, especially in Asia. They offer a variety of chemical products and services to a wide range of...


  • Great Neck, New York, United States Flagstar Bank Full time

    Job SummaryWe are seeking a detail-oriented and customer-focused Financial Service Representative to join our team at Flagstar Bank. This role involves providing exceptional service to clients by assisting them with routine financial transactions, answering questions, and directing them for further assistance as needed.About the JobIn this role, you will be...


  • Great Neck, New York, United States Creative Financial Staffing Full time

    Accounts Payable Coordinator OpportunityCreative Financial Staffing is working with a privately owned distributor of chemicals, minerals, and other raw materials on an international scale.We offer a variety of chemical products and service a wide range of industrial markets.This role offers the opportunity to join a team of 7 in the department and dive into...


  • Great Neck, New York, United States Samuel Goldstein & Co PC Full time

    Job Opportunity: Senior Accounting ProfessionalWe are seeking a highly skilled and experienced accounting professional to join our team as a Senior Accountant. This is a full-time position that requires a minimum of 3 years of recent and relevant audit experience in U.S. public accounting.Key Responsibilities:Assist with client engagements, including the...


  • Great Neck, New York, United States M&T Bank Full time

    OverviewM&T Bank is a leading financial institution dedicated to providing exceptional customer experiences. As a Market Banker, you will play a crucial role in enhancing our branch's customer service and sales capabilities.Key ResponsibilitiesYou will be responsible for:Educating customers on Consumer and Business Banking solutions and making...

  • Community Liaison

    6 days ago


    Great Neck, New York, United States Office Villas Full time

    We are seeking an experienced and skilled Community Associate to join our team at Office Villas, a shared workspace environment located in the heart of Great Neck, Long Island. As a valued member of our community, you will play a crucial role in providing exceptional customer service and support to our members.The ideal candidate will have excellent...


  • Great Neck, New York, United States NESCO Inc Full time

    About the RoleThe Chief Financial Operations Director will lead a team of six professionals in the Accounts Payable department, overseeing a high-volume AP portfolio with an open balance of approximately $45 million, supporting 2,500 suppliers and processing 6,000 invoices per month across ten legal entities.Key ResponsibilitiesLead the AP department,...


  • Great Neck, New York, United States Kay Search Group Full time

    Job Description:Kay Search Group is seeking an experienced Administrative Professional to join our team as a National Law Firm. This role requires a highly organized and detail-oriented individual who can manage multiple tasks and priorities while maintaining confidentiality.Compensation:The estimated annual salary for this position is $70,000 - $80,000,...


  • Great Neck, New York, United States Northwell Health Full time

    Job Summary:In the role of Medical Services Access Coordinator, you will be responsible for a variety of registration, insurance verification, scheduling, and billing duties in support of inpatient and outpatient access to medical services. This position requires strong organizational skills, attention to detail, and excellent communication abilities. You...


  • Great Neck, New York, United States Recruiting Firm - Client Company Full time

    Job DescriptionA renowned real estate firm in Great Neck, New York is seeking a skilled Paralegal to support their Legal team.With a competitive salary range of $60-75k plus overtime and discretionary bonus, this is an excellent opportunity for experienced professionals.The company offers a hybrid work schedule, 4 days in office/1 remote with hours of...


  • Great Neck, New York, United States Recruiting Firm - Client Company Full time

    We are seeking an experienced Paralegal to support our client's Legal team in Great Neck, New York. The company offers a hybrid work schedule, 4 days in office/1 remote with paid overtime and a great work-life balance.Job DescriptionThis is a great opportunity for an individual looking to work with a close-knit team in a collaborative environment.Assist with...


  • Great Neck, New York, United States NY RE Services Full time

    About NY RE ServicesNY RE Services is a leading real estate management company seeking an experienced Accounts Payable Specialist to join our team.Salary and BenefitsWe offer a competitive salary of $65,000 - $85,000 per year, depending on experience, plus a comprehensive benefits package.Job DescriptionAs an Accounts Payable Specialist at NY RE Services,...


  • Great Neck, New York, United States The LaSalle Group Full time

    We are seeking a highly skilled Help Desk Engineer to join our team at a fast-paced Managed Service Provider. As a Help Desk Engineer, you will be responsible for providing top-notch technical support and troubleshooting for Windows and Mac OS, as well as hardware.Your responsibilities will include:Support and Troubleshooting: Provide technical assistance...


  • Great Neck, New York, United States The Bachrach Group Full time

    Job SummaryWe are seeking a highly skilled Senior Payroll Analyst to join our team. As a key member of the payroll department, you will be responsible for managing biweekly payroll processing, reconciling payroll transactions, and ensuring compliance with federal, state, and local regulations.This is a hybrid role that requires a strong understanding of...


  • Great Neck, New York, United States Kay Search Group Full time

    Overview:We are seeking a highly skilled Executive Assistant to provide top-notch support to our lawyers at Kay Search Group. As an integral member of our team, you will be responsible for managing the day-to-day activities of our attorneys, ensuring seamless workflow and exceptional client service.Salary Range:The estimated annual salary for this position...


  • Great Neck, New York, United States kay search group Full time

    Job OverviewThis role involves providing administrative support to a team of attorneys in a national law firm located on Long Island. The ideal candidate will have strong organizational skills, attention to detail, and excellent communication abilities.Key ResponsibilitiesAssist attorneys with managing daily tasks, including document preparation, travel...


  • Great Neck, New York, United States The Smilist Full time

    Job OverviewThe Smilist is seeking an IT Operations Coordinator to support the day-to-day operations of our IT department. As a key member of our team, you will play a critical role in ensuring the smooth functioning of our IT services across the organization.About the RoleThis hybrid role requires work on site on Mondays and Tuesdays in Great Neck, with...