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Assembly Administrative Assistant
Assembly Administrative AssistantWealth Management Accounting • Fort Wayne, IN, US
Assembly Administrative Assistant

Assembly Administrative Assistant

Wealth Management Accounting • Fort Wayne, IN, US
24 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Salary : $16-$17 per hour

Assembly Administrative Assistant Protax (Fort Wayne, IN)

On-site Full-time (extra hours JanApr)

About Protax

Protax is a long-standing Fort Wayne tax practice known for accuracy, responsiveness, and white-glove client service. Were adding an Assembly Admin to keep our filing, e-file, and front-office engines running smoothlyespecially during tax season.

What youll do

  • Assemble & deliver returns : Prepare completed tax returns for client pickup, portal delivery, or mailing; create and log mailing labels.
  • Front desk assist : Answer and route calls, take accurate messages, and support a professional client experience.
  • Document intake & tracking : Collect, scan, and process signed Form 8879 and engagement letters (mail, in-person, DocuSign, Client Portal); maintain status logs.
  • E-file submissions : Transmit returns to the E-File Center upon receipt of signed 8879s; monitor daily ATX reject list, resolve issues or escalate quickly (Office Manager / producer).
  • Systems & setup : Create new client folders each season; build new clients in Paperless Plus, iFirm, and ATX; keep digital files tidy and consistent with naming conventions.
  • Office operations : Monitor supply inventory, submit purchase requests, and place approved orders.
  • Team support : Assist the Client Relations Liaison and Office Manager with projects and peak-season priorities.

What youll bring

  • Detail hawk : You catch errors before they leave the building; you document as you go.
  • Client-service mindset : Clear, courteous phone and in-person communication.
  • Tech comfort : Experience with scanners, multi-line phones, Microsoft Office / Google Workspace; familiarity with ATX, Paperless Plus, iFirm, DocuSign, and client portals is a plus (well train on our setup).
  • Process & priority skills : You can juggle deadlines, follow checklists, and escalate fast when needed.
  • Integrity & confidentiality : You handle sensitive financial data with care and discretion.
  • Experience : Prior tax / CPA office or administrative experience preferred.
  • Schedule & work environment

  • On-site in Fort Wayne.
  • Standard business hours with overtime and occasional Saturdays JanuaryApril.
  • Ability to lift / move files and office supplies (up to ~20 lbs).
  • Why Protax

  • Tight-knit, respectful team with long-standing client relationships.
  • Structured processes, clear expectations, and support when its busiest.
  • Opportunity to learn tax-office systems and grow your administrative toolkit.
  • Protax is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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    Administrative Assistant • Fort Wayne, IN, US

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