Tax Support Administrative Specialist
5 days ago
Position Overview:
We are seeking a skilled Tax Administrative Assistant to provide essential support within our organization. This role is crucial for ensuring the smooth functioning of our operations.
Key Responsibilities:
The primary duties include, but are not limited to:
- Facilitating tax operations by accurately preparing tax returns and extensions for both business and individual clients in a timely manner.
- Compiling tax organizers and relevant documentation for client submissions.
- Managing electronic file downloads and navigating online platforms.
- Organizing client information, bookmarking files for scanning, and verifying document pages.
- Formatting and proofreading client communications, ensuring thorough review and approval by designated personnel.
- Electronically sending finalized documents and tax returns to clients.
- Maintaining an organized repository of electronically signed documents.
- Providing backup support for administrative colleagues, including reception and phone duties.
- Coordinating lunch orders for internal meetings and educational sessions.
- Overseeing office supply inventory and placing orders with vendors as needed.
- Collaborating effectively with fellow administrative staff to meet project deadlines.
- Demonstrating the ability to work both independently and as part of a team.
- Exhibiting strong prioritization skills and the capacity to manage multiple tasks in a dynamic environment.
Required Skills:
- Proficiency in Microsoft Office Suite and Adobe software.
- Exceptional attention to detail and organizational capabilities.
- Strong verbal and written communication skills.
- A diligent work ethic and a conscientious approach to tasks.
- A personable demeanor with a focus on customer service.
Qualifications:
High School Diploma (or equivalent); a minimum of 2 years of relevant experience is preferred.
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