Tax Firm Administrative Assistant jobs in United States
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Express Employment International · 2 days ago

Tax Firm Administrative Assistant

Express Employment Professionals is seeking an Experienced Administrative Assistant to join a Tax Preparation Firm in Norwood, MA for the tax season. The role involves managing client interactions, utilizing technology for document management, and ensuring accuracy in tax filing processes while maintaining a calm demeanor during busy periods.

Staffing & Recruiting

Responsibilities

Ability to pick up and learn things quickly. Especially using the different software
Answer phone and take messages
Be able to utilize technology
Be able to troubleshoot and help with client questions about using technology. (Will train, but need the candidate to be able to pick up on it quickly)
Understand different tax filing forms to be managed in a software that gets documents ready for the tax preparers. (Keen organization skills)
Be able to communicate with other staff
Be able to move information around in different cloud-based document management systems. Download from one system and upload to another system
Scan documents and maintain accuracy to make sure things are in order and all documents are scanned before placing in a shredding bin
Be able to handle work pressures when things get really busy the closer we get to April 15th. We try to keep it as stress free as possible
Be able to be calm and patient if client is upset about anything such as processing is taking longer than expected, they feel like we ask too many questions, not understanding what forms we need. Just need to be tactful to deflect and remind them to schedule a time to talk with me. Just about all my clients are long term clients and are pleasant. You just get the outlier that had a bad day sort of thing

Qualification

Administrative AssistantCustomer ServiceCloud-based Document ManagementTax PreparationAccountingPhone EtiquetteTechnology UtilizationTroubleshootingCommunication SkillsOrganizational SkillsCalm Under Pressure

Required

Administrative Assistant: 2 years
Phone etiquette: 2 years
cloud based document management systems: 2 years
customer service: 2 years
English
Day Shift
Ability to Commute: Norwood, MA 02062

Preferred

Accounting: 2 years
Tax preparation: 2 years

Benefits

Dental insurance
Health insurance
Paid time off
Parental leave
Referral program
Vision insurance

Company

Express Employment International

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Founded in 1983 and corporately headquartered in Oklahoma City, Express Employment International supports the Express Employment Professionals franchise and related brands.

Funding

Current Stage
Late Stage

Leadership Team

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Bob Funk Sr.
Co-Founder, President and Board Member
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ELLIOTT EISEMAN
PRESIDENT & CO-FOUNDER
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Company data provided by crunchbase