Seasonal Secretary / Administrative Assistant (Bilingual) – Part-Time (Jan–May) jobs in United States
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Confidential Careers · 1 week ago

Seasonal Secretary / Administrative Assistant (Bilingual) – Part-Time (Jan–May)

Confidential is seeking a Seasonal Secretary / Administrative Assistant to support their team during the tax season from January to May. This role involves managing client interactions, organizing documentation, and assisting tax preparers in a fast-paced office environment.

Human ResourcesRecruiting

Responsibilities

Greet clients and provide professional, friendly customer service
Answer phone calls and respond to basic client inquiries
Schedule appointments and set up Zoom meetings
Prepare and organize client files and documentation
Maintain spreadsheets and databases used by our accounting/tax department
Perform data entry and verify client information for accuracy
Scan, upload, file, and send documents (including using Adobe sign)
Support tax preparers and assist with additional tasks as needed
Maintain confidentiality when handling sensitive client information
Assist with special projects assigned by leadership

Qualification

Customer serviceExcelBilingual (English/Spanish)Microsoft WordZoomGoogle DriveMultitaskingProfessionalismDetail-orientedConfidentiality

Required

Highly organized and detail-oriented
Strong multitasking skills and able to work efficiently in a busy office
Professional, reliable, and customer-service oriented
Strong communication skills
Comfortable using technology and office software (not beginner level) including: Excel / spreadsheets, Google Drive / file management, Microsoft Word, Email + scheduling platforms, Zoom and Adobe
Ability to maintain confidentiality and handle sensitive information
English fluency required
High school or equivalent (Required)

Preferred

Spanish strongly preferred (bilingual applicants encouraged to apply)
Customer service: 2 years (Preferred)
Day Shift (Preferred)

Benefits

Flexible schedule

Company

Confidential Careers

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Funding

Current Stage
Early Stage

Leadership Team

E
Edwin Xiao
Chief Revenue Officer
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Company data provided by crunchbase