Administrative Assistant

Tax Season Responsibilities

• Perform all standard front desk and administrative duties during peak tax season.
• Provide additional administrative support to administrative staff, including assistance with client acceptance processes.
• Monitor and respond to Reid Tax & Advisory email communications as assigned.

Responsibilities

• Help assist as the first point of contact at the front desk, providing a professional, welcoming, and courteous client experience.
• Help coordinate front desk operations to ensure an efficient daily workflow and high-quality client service.
• Aid in answering, screening, and directing incoming phone calls promptly and professionally, taking detailed and accurate messages when necessary.
• Manage client interactions both in person and by phone, maintaining confidentiality and a high standard of professionalism.
• Support the accounting team with administrative tasks such as data entry, document scanning, filing, and general office assistance.
• Perform other administrative and clerical duties as assigned to support firm operations.
• Monitor and respond to firm email communications as assigned.
• Process incoming and outgoing mail.
• Care for client shipments, including FedEx and USPS, managing postage, shipping supplies, and shipment tracking.
• Handle fax distribution and document scanning to ensure timely document delivery.
• Manage the conference room calendar, setting up rooms for meetings and ensuring they are clean, organized, and properly prepared before and after use.
• Monitor inventory levels throughout the year, including increased supply needs during tax season.