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Administrative Assistant

Job Description - Administrative Assistant

Our staff enjoy a hybrid work arrangement, summer Fridays, and dress for your day attire!



Essential Job Functions:



  • Process tax returns.

  • Reception and telephone duties - including initial contact with the public, answering and directing incoming calls.

  • Mail duties.

  • Provide assistance to all staff members including producing letters, mailings, client financial information, etc., adhere to code of ethics.



Requirements:



  • Minimum of at least 2 years' related experience.

  • Possess excellent phone, MS Word, and Adobe Skills.

  • Ability to write clearly, read and interpret written information, present ideas effectively and document activities.

  • Ability to work with individuals with various needs while adhering to the firm's policies and procedures.

  • Must possess excellent written and oral communication.

  • Able to work some evenings and Saturdays during March and April.



Benefits:



  • Family Friendly Culture

  • Competitive Salary

  • Flexible Work Schedules

  • This position would be in office during training and then hybrid once training is complete.  

  • Summer Fridays

  • Average of 55 hours a week during tax season

  • Dress for your Day

  • Health Insurance, dental, vision, 401(k), life insurance, supplemental short and long-term disability


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