General Front-office Administration & Tax Assembly

We are a small, professional tax firm looking for a friendly, organized, and dependable Administrative Assistant to join our team. This position is ideal for someone who enjoys working with people, staying organized, and being part of a close-knit office environment.

The role combines front-office administrative responsibilities with tax return assembly and administrative support during tax season.

Responsibilities

Front Office & Administrative

• Greet clients and provide a professional, welcoming experience
• Answer phones, respond to emails, and assist with client inquiries
• Schedule appointments and maintain the office calendar
• Receive, organize, scan, and file client documents
• Maintain accurate client records and electronic files
• Assist with general office duties and administrative projects
• Communicate with clients regarding missing information and documents
• Maintain confidentiality of sensitive client and financial information

Qualifications

• Previous administrative, office, accounting, or tax-office experience preferred
• Strong organizational and time-management skills
• Excellent attention to detail
• Professional and friendly communication skills
• Comfortable working with computers, email, Microsoft Office, and electronic filing systems
• Ability to handle confidential information with discretion
• Ability to work independently while also being a team player
• Reliable, punctual, and willing to learn
• Prior tax preparation or tax-office experience is a plus, but not required

What We’re Looking For

We are looking for someone who takes pride in doing things accurately and thoroughly. The right person will be comfortable interacting with clients, managing multiple tasks, and staying organized when the office gets busy.

Experience in a tax office is helpful, but attitude, reliability, attention to detail, and willingness to learn are just as important.

Benefits include

• SIMPLE IRA contribution and company match after 90 days
• Health Reimbursement for premiums and out of pocket costs after 90 days
• PTO
• Paid Holidays
• Employee discount (your tax return each year is free)