Administrative Specialist

Description

• Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows.
• Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
• Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.
• Assist with printing, mailing, scanning, and faxing, and reception tasks as needed.
• Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers.

Requirements

• Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously
• Requires basic proficiency in Microsoft Word, Outlook, and Excel; knowledge of tax preparation software and Microsoft Teams is preferred
• 1+ year of administrative experience in a professional services setting
• Ability to work flexibly under pressure and time deadlines, with great attention to detail
• Requires clear, concise verbal and written communication skills, and accurate grammar usage
• Ability to work with a diverse group of clients and employees, and maintaining a positive attitude towards work, the firm, and the team

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance