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