Admin Assistant

Position Summary

The Admin Assistant supports the Tax and Audit teams with document management, client communications, project setup, and day-to-day administrative tasks. This entry-level role is well suited for someone who is highly organized, detail-oriented, tech savvy, and comfortable managing multiple priorities and deadlines.

Key Responsibilities

• Scan, label, index, upload, bookmark, and organize client documents, electronic workpapers, and records.
• Set up new clients and projects in tax, audit, and workflow systems and maintain accurate client information.
• Prepare and maintain engagement letters, tax organizers, e-file authorizations, and other standard forms and correspondence.
• Request and follow up on missing client documents and coordinate signatures and secure document delivery.
• Assist with tax return and extension processing, electronic filing, payment processing, and saving filing authorizations.
• Help clients access secure delivery systems and send documents to clients or authorized third parties.
• Pull bank statements and retrieve documents from client or investor portals as requested.
• Assemble, proofread, bind, archive, and deliver tax and audit documents and reports.
• Provide general administrative support, serve as backup to reception, and assist with special projects as needed.

Qualifications

• High school diploma required.
• Prior administrative, office, or customer service experience preferred.
• Must be tech savvy and comfortable learning new software, portals, and electronic workflow systems.
• Proficiency with Microsoft Office.
• Excellent organizational, time-management, written, and verbal communication skills.
• Strong attention to detail and ability to manage multiple priorities and meet deadlines.
• Ability to handle confidential client information with professionalism and discretion.
• Flexibility to work overtime or weekends during peak periods, as needed.