Administrative Assistant

Description

We are seeking a meticulous Administrative Assistant to join our team at a CPA Firm. In this role, you will manage a significant volume of paperwork related to tax documents, oversee electronic communication with clients, and ensure the efficient organization of documents for the tax preparers.

Responsibilities

• Oversee the organization and management of tax documents

• Perform scanning procedures and save files in an organized manner

• Take responsibility for assembling tax documents for clients

• Download files as part of the job function

• Dispatch correspondence to clients in a timely and detail-oriented manner

• Maintain a high level of confidentiality at all times

• Answer inbound calls efficiently and provide excellent customer service

• Execute data entry tasks proficiently

• Manage email correspondence effectively

• Handle both inbound and outbound calls with detail-oriented approach

• Use Microsoft Office Suite including Excel, Outlook, PowerPoint, and Word

• Schedule appointments as needed

• Supervise federal income tax related tasks

Requirements - Must possess strong skills in answering inbound calls, ensuring customer queries are handled efficiently.

• Excellent customer service skills to foster positive relationships with clients.

• Proficient in data entry tasks, ensuring accuracy and attention to detail.

• Ability to manage email correspondence effectively, ensuring timely responses and maintaining professionalism.

• Experience in handling both inbound and outbound calls, showcasing excellent communication skills.

• Proficient in Microsoft Excel, capable of handling complex data manipulation and analysis tasks.

• Proficient in Microsoft Outlook, capable of managing schedules, email communications, and contacts.

• Proficient in Microsoft PowerPoint, capable of creating impactful presentations.

• Proficient in Microsoft Word, capable of creating, editing, and formatting documents.

• Ability to schedule appointments effectively, ensuring smooth operations in the office.

• Familiarity with federal income tax laws and regulations, as relevant to a CPA firm. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (~~~) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit ~~~ for more information.

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