Administrative Assistant​/Clie

Administrative Assistant Jobs in Smithtown, NY Administrative Assistant Job Description

About the role
Verma Tax and Accounting Solutions, a full-service accounting firm in Smithtown, NY, is hiring a full-time, in-office Administrative Assistant. You will be the first point of contact for our clients and keep documents, appointments, and follow-ups moving. This is an administrative position; no bookkeeping or tax preparation is involved.

• Answer incoming calls, greet clients, and receive and scan documents dropped off at the office
• Call and email clients to request missing documents, follow up on open items, and schedule appointments
• Respond to client questions about status, documents, and scheduling; route tax and accounting questions to the preparer
• Maintain the office calendar, including appointments, meetings, and deadlines, and send appointment reminders
• Send completed returns and signature documents to clients and follow up on outstanding signatures and forms
• Download, organize, and file documents received through the client portal
• Prepare and send intake forms and set up new clients in the firm's systems
• Prepare outgoing mail, the monthly newsletter, and client birthday messages
• Monitor and order office supplies

• Prior front-desk, office, or client-service experience preferred; we will train the right person
• Professional phone manner and clear written communication
• Comfortable with Microsoft Office, email, and learning new software quickly
• Organized and detail-oriented, with reliable follow-through
• Discretion with confidential financial information is essential

• Full-time, on-site in Smithtown, NY; extended hours during tax season (overtime paid)
• $19.00 to $22.00 per hour, based on experience
• Retirement plan available (eligibility requirements apply)

Company Address: 496 Smithtown Bypass, Smithtown, NY, USA