Tax Office Assistant

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Bonus based on performance

Company parties

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Our office is seeking a reliable and organized Office Assistant to support our team throughout the year. The ideal candidate will have strong administrative skills, a professional demeanor, a willingness to learn and the ability to maintain confidentiality while handling sensitive financial information.

About Us

We are a professional tax and accounting firm dedicated to providing accurate, timely, and personalized financial services to individuals and businesses. Our office prides itself on attention to detail, integrity, and exceptional customer service.

Responsibilities

• Greet clients and provide excellent customer service, both in person and over the phone.
• Assemble tax return booklets for mail delivery to clients.
• Enter and maintain client information in databases and software systems.
• Manage office correspondence, including emails, phone calls, and mail.
• Schedule and confirm client appointments.
• Support tax preparers with various administrative tasks.
• Assist in bulk mailing projects.
• Postage outgoing mail.
• Receive credit card payments over the phone.
• Deliver check deposits to various local banks and outgoing mail to local post office.
• Ensure office supplies and forms are stocked and organized.
• Maintain confidentiality of all client and firm information.

Qualifications

• Previous office or administrative experience preferred, but not required.
• Assembly of tax returns requires standing for a majority of the workday.
• Strong organizational and multitasking skills.
• Excellent communication skills, both written and verbal.
• Proficiency with Microsoft Office (Word, Excel, Outlook); familiarity with QuickBooks a plus.
• High level of attention to detail and accuracy.
• Ability to work both independently and as part of a team.
• Professional and courteous demeanor.
• Background checks required.