Administrative Assistant

Overview

This role supports a variety of Managers and Directors in accomplishing administrative tasks associated with the company’s daily business and special projects.

This role is responsible for coordinating and supporting several Managers and Directors with their tasks. These tasks include, but are not limited to:

• Update and maintain due date list
• E‑file tax returns and extensions
• Scan and upload various documents to proprietary system
• Prepare engagement letters, invoices, and other professional communications to clients
• Prepare/final forms to be sent to client (e.g., 1099/941/TWC)
• Back‑up for front desk
• Maintain confidentiality and perform all tasks in keeping with established protocols for security
• Maintain an effective, systematic and timely filing system
• Codes, scans, files and distributes communications effectively
• Assist with coordinating meetings and events as needed

• This is an in‑office role
• Due to the nature of the business, deadline days will require late hours, and vacation may not be taken surrounding those deadline days
• Occasional seasonal hybrid flexibility offered
• Generous PTO and work‑life balance

• High School Diploma
• Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Office 365)
• Professional and presentable with strong ethics and problem‑solving abilities
• Trustworthiness with confidential and sensitive information
• Dependable, reliable, patient, tactful, confident, and flexible
• Ability to multitask, remain calm and work independently and prioritize workload
• Excellent oral and written communication skills
• At least 3 years in an office support role