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Administrative Assistant

  • San Diego, CA, United States

$22 to $25 USD / hour

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Job details

Pay
$22 to $25 USD / hour
Apply by
Experience
2+ years of administrative assistant, tax support or office support experience
Posting language
English
Posted

Original job description

We are seeking a detail-oriented Tax Administrative Assistant to support our tax team with administrative, client service and document management responsibilities. This role is ideal for someone who is organized, deadline-driven and comfortable working in a fast-paced environment, especially during peak tax season.

Key Responsibilities:

  • Provide administrative support to tax professionals and department leadership
  • Prepare, organize and maintain tax files, client records and engagement documents
  • Manage incoming and outgoing client correspondence, including email, mail and phone communications
  • Track deadlines for tax returns, extensions, client deliverables and internal workflows
  • Assist with assembling tax returns, client packets and related documentation
  • Schedule appointments, manage calendars and coordinate meetings
  • Enter and update client information in tax software, databases and internal systems
  • Monitor document collection and follow up with clients regarding missing information
  • Scan, file and archive confidential tax and financial documents
  • Support billing, invoicing and other office administrative tasks as needed

Qualifications:

  • 2+ years of administrative assistant, tax support or office support experience
  • Previous experience in public accounting, tax, finance or professional services preferred
  • Strong proficiency in Microsoft Office, especially Word, Excel and Outlook
  • Excellent organizational skills and attention to detail
  • Ability to manage multiple deadlines and maintain confidentiality
  • Strong written and verbal communication skills
  • High school diploma required; associate or bachelor’s degree preferred
More about this job

Skills

  • Administrative support
  • Documentation
  • Administer appointments
  • Microsoft Office
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • Organizational skills
  • Attention to detail
  • Confidentiality
  • Communication skills

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