Martin Tax & Financial Services · 5 days ago
Seasonal Administrative (Tax) Assistant
Martin Tax & Financial Services is seeking organized, detail-oriented, and customer-focused individuals for the 2026 tax season. The Administrative Assistant will assist clients and Tax Preparers with various tasks including customer service, administrative work, and document management.
AdviceFinanceFinancial Services
Responsibilities
Receptionist functions including scheduling, and answering and making calls
General clerical tasks including filing, photo copying, faxing, printing, etc
Distribute supplies as needed to office professionals, assisting with obtaining items from lower level (downstairs)
Facilitate document submission via client portal
Ensure proper document retention
Assist clients in navigating IRS website
Light cleaning duties
Qualification
Required
Organized, detail-oriented, and customer-focused
Proven work experience in an Administrative and Customer service based role
Proficiency in Microsoft Office Suite and ability to learn and adapt to different software and other technologies
Ability to work well with others
Receptive to corrective training
Hands-on experience with office equipment (e.g. fax machines and printers)
Professional attitude and appearance
Solid written and verbal communication skills
Ability to be resourceful and proactive when issues arise
Excellent organizational skills
Multitasking and time-management skills, with the ability to prioritize tasks
Ability to lift 30 lbs. and move boxes up and down stairs as needed for storage and distribution of supplies
Customer service attitude
High school diploma
Benefits
Employee discount
Company
Martin Tax & Financial Services
Martin Tax & Financial Services is a professional tax and investment advisory company.
Funding
Current Stage
Early StageCompany data provided by crunchbase