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
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