Able Services · 2 hours ago
Administrative Assistant
Westport, MA
Full-time
Onsite
Entry, Mid Level
$20/hr - $25/hr
2+ years expABLE Associates is seeking an experienced full-time Administrative Assistant for their Tax Office. The role involves serving as a primary point of contact for clients, managing client records, and supporting tax preparers with various administrative tasks.
Building MaterialConstructionReal Estate
Responsibilities
Serve as a primary point of contact for clients, providing professional and confident communication
Ensure clients submit all required tax documents and signed forms
Manage client records and workflows using a tax-related CRM and client portal
Scan, organize, and maintain electronic and physical tax files
Support tax preparers and partners with administrative and office tasks
Assist with general office operations, including phone calls, email correspondence, scheduling, and document management
Identify opportunities to improve office processes and contribute ideas to enhance efficiency
Qualification
Required
Prior experience working in a tax office is required
Strong understanding of basic tax documents needed for filing (individuals and businesses)
Comfort and confidence interacting directly with clients
Experience using tax CRMs and client portals (TaxDome experience is a plus)
Familiarity with tax preparation software (Drake Tax experience preferred)
Proficiency in Microsoft Outlook and Excel
Strong organizational skills and attention to detail
Ability to work independently and take initiative
Valid driver's license
Pass background check/ drug screening
Tax Industry: 2 years (Required)
Preferred
During tax season, availability for Saturday hours 10:00 AM–1:00 PM when needed
If Saturday hours are worked, weekday hours can be slightly reduced
A positive, team-oriented professional who is approachable and dependable
Comfortable in a fast-paced tax season environment
Willing to 'roll up their sleeves,' try new ideas, and help improve office operations
Not afraid to make suggestions, test new processes, and learn through hands-on experience
Benefits
Dental insurance
Health insurance
Company
Able Services
Able Services is a real estate company located in San Francisco.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-08-25Acquired
Leadership Team
P
Paul Bensi
Chief Executive Officer
Recent News
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