• Assist the tax team with processing client tax returns, including:
  • Receiving and organizing client tax documents
  • Printing routing sheets, organizing files, and scanning documents into tax software
  • Routing tax packages to appropriate staff for preparation
  • Printing and mailing completed returns and supporting documents to clients
  • Logging completed steps in the tax return tracking spreadsheet
• Screen incoming tax-related calls and address client questions when possible before escalating to the tax team.

• Order office supplies, UPS materials and postage as needed.
• Order coffee and cookie dough as needed.

Skills and Experience

• Excellent interpersonal skills with strong phone etiquette.
• Demonstrated commitment to exceptional customer service for both internal and external clients.
• Strong attention to detail with the ability to maintain accurate records.
• Multiple years of experience providing administrative or management support.
• Training or experience in administrative procedures preferred.
• Proficiency with Microsoft Office products.
• Ability to problem-solve, multitask, and manage confidential information with professionalism.
• Strong written and verbal communication skills and the ability to work effectively amid frequent interruptions.
• Customer-focused mindset with the expectation to consistently exceed client and staff needs.