Summary: Seeking a dependable, organized, and detail-oriented Administrative Assistant to manage client communication, schedules, documents, and provide general support in a fast-paced environment. Highlights: 1. Manage multiple priorities in a fast-paced environment 2. Maintain strict confidentiality of client and financial information 3. Provide general administrative support to tax professionals and management ADMINISTRATIVE ASSISTANT We are seeking a dependable, organized, and detail-oriented Administrative Assistant. The ideal candidate is professional, comfortable communicating with clients, and able to manage multiple priorities in a fast-paced environment. Responsibilities: • Answer and direct phone calls, emails, and client inquiries • Schedule client appointments and maintain office calendars • Collect, organize, scan, and upload client documents • Maintain accurate client records and update case-management systems • Follow up with clients regarding missing information and deadlines • Prepare engagement letters, invoices, correspondence, and basic reports • Assist with IRS and state tax agency correspondence • Track case deadlines, assigned tasks, and document requests • Maintain strict confidentiality of client and financial information • Provide general administrative support to tax professionals and management Qualifications: • Strong organizational and time-management skills • Excellent written and verbal communication skills • Careful attention to detail and accuracy • Proficiency in Microsoft Word, Excel, Outlook, and Google Workspace • Ability to learn tax and client-management software • Professional attitude and excellent customer-service skills • Ability to work independently and follow established procedures • Prior experience in a tax, accounting, legal, or financial-services office is preferred • Experience with TaxDome, QuickBooks, DocuSign, or IRS correspondence is a plus HOW TO APPLY Please submit your résumé to allan@smibmanagement.com. Make sure your résumé clearly includes your full name, email address, and telephone number so we can contact you.
Craigslist · HR
Craigslist · HR
