Administrative Assistant

Key Responsibilities: Client Communication & Support Manage email correspondence : Answer and respond to emails pertinent to your role, and forward other messages to the appropriate inboxes and team members. Handle complex inquiries : Resolve advanced client inquiries that go beyond the scope of the front desk. Client check-in and reception support : Assist with checking in clients for meetings and back up the Receptionist with phone calls as needed. Notary services : Handle notary requests and accept payments for notary services rendered. Tax & Accounting Support Document preparation : Prepare client tax documents and make initial inputs within our tax and accounting software platforms. Folder preparation : Queue up and organize folders to ready them for tax return preparation. E-signatures and follow-ups : Send completed returns out for secure e-signatures and proactively follow up on any outstanding unsigned physical tax returns. Workflow overflow : Assist Tax Preparers directly with work overflow to ensure deadlines are met seamlessly. Qualifications & Skills Previous experience in an administrative support role, preferably within a professional services or CPA/accounting environment. Strong proficiency in handling digital communications, email management, and office software platforms. Familiarity with tax software platforms and electronic document workflows is a strong plus. Exceptional attention to detail and strong organizational skills. Professional demeanor with excellent written and verbal communication skills.