Administrative Assistant

We invite you to apply to a firm where relationships, innovation, and professional growth come together to make an impact. The

• The Administrative Assistant may be assigned to several areas to assist in the overall operational success of the firm.
• This position is primarily assigned to the front desk and serves as the primary person for answering phones and greeting clients and vendors.
• Provides exceptional internal and external customer service.
• Greets clients, assists with basic questions, and directs them to appropriate team members as needed.
• Assists clients with picking up returns and other documents and collects and processes documents dropped off by clients.
• Assists vendors and delivery professionals, including sorting and distributing packages and mail.
• Prepares outgoing mail and shipments.
• Answers, screens, and routes incoming telephone calls.
• Schedules appointments and maintains calendars as assigned.
• Opens and closes the lobby area, including ensuring doors are locked and unlocked.
• Maintains the reception area and conference rooms in a clean, organized, and welcoming manner.
• Assists with filing, scanning, copying, and data entry tasks as needed or assigned.
• Monitors office and breakroom supplies and places orders as needed.
• Receives and assists with scanning, copying, filing, and organizing client documents while maintaining confidentiality.
• Maintains client contact information and other administrative records.
• Assists with electronic document intake, uploading, and routing to appropriate staff.
• Provides administrative support to partners, professional staff, and administrative team members as needed.
• Assists with special projects, special teams, and other administrative duties as assigned.

We invite you to apply to a firm where relationships, innovation, and professional growth come together to make an impact. The Administrative Assistant serves as the first point of contact for clients, visitors, and callers. This position is responsible for creating a professional and welcoming environment while providing administrative support to ensure the successful operation of services throughout the Firm. Confidentiality of Firm and client information is of the utmost importance in this position.

The work will include a combination of billable and non-billable time as client services are performed.

• The Administrative Assistant may be assigned to several areas to assist in the overall operational success of the firm.
• This position is primarily assigned to the front desk and serves as the primary person for answering phones and greeting clients and vendors.
• Provides exceptional internal and external customer service.
• Greets clients, assists with basic questions, and directs them to appropriate team members as needed.
• Assists clients with picking up returns and other documents and collects and processes documents dropped off by clients.
• Assists vendors and delivery professionals, including sorting and distributing packages and mail.
• Prepares outgoing mail and shipments.
• Answers, screens, and routes incoming telephone calls.
• Schedules appointments and maintains calendars as assigned.
• Opens and closes the lobby area, including ensuring doors are locked and unlocked.
• Maintains the reception area and conference rooms in a clean, organized, and welcoming manner.
• Assists with filing, scanning, copying, and data entry tasks as needed or assigned.
• Monitors office and breakroom supplies and places orders as needed.
• Receives and assists with scanning, copying, filing, and organizing client documents while maintaining confidentiality.
• Maintains client contact information and other administrative records.
• Assists with electronic document intake, uploading and routing to appropriate staff.
• Provides administrative support to partners, professional staff, and administrative team members as needed.
• Assists with special projects, special teams, and other administrative duties as assigned.

• Processes tax returns.
• Delivers tax returns.
• E-files tax returns.
• Scans documents.
• Stuffs envelopes.
• Assists accounting services with 1099 and W-2 processing.
• Runs office errands.
• Performs other duties as assigned by the Partner-in-Charge or other members of the Partner group.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent is required.
• Excellent verbal and written…