Office Assistant

About the Role

The Office Assistant performs a variety of administrative functions to support the daily business activities of the firm, following organization and department procedures to complete tasks in a timely manner. A certain degree of creativity and latitude is required.

Responsibilities

• Answers telephone and transmits telephone messages accurately and promptly
• Greets clients and visitors in a prompt, professional, and friendly manner
• Prepares various documents accurately and timely using word processing and spreadsheet programs
• Manages outgoing mail and distributes incoming mail
• Organizes and coordinates clients’ data, producing a quality and professional final product
• Types, proofs, and copies payroll taxes and other forms
• Keeps conference room, reception area, work area, and kitchen neat and orderly
• Schedules and coordinates meetings
• Maintains the tracking system for tax returns
• Coordinates direct mail projects
• May coordinate purchasing or deliveries of services or items with outside vendors
• May coordinate events for the office
• May coordinate client events and/or community relations activities (in cooperation with Marketing staff)
• May coordinate various projects and special roles/responsibilities for the firm or office
• Performs other duties as assigned

Skills & Qualifications

• Ability to maintain confidentiality of firm and client information
• Effectively communicate through verbal and written means
• Client service oriented
• Ability to perform several tasks concurrently with ease and professionalism
• Excellent organizational skills and attention to detail
• Ability to operate a multi-line telephone system
• Pleasant telephone voice
• Ability to use office equipment including a computer, copier, printer, and fax machine
• Ability to work well with others

Schedule

Offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and close at noon on Fridays outside of tax season. The firm is closed on major holidays.

Benefits

• Substantial paid-time-off
• Comprehensive benefit package
• Culture of growth, clarity, and respect

Pay

Competitive pay structure.