Office Assistant

About the role

We are an established law firm providing tax return preparation, bookkeeping, IRS representation, tax planning, and related accounting services to a long-term and loyal client base. We are seeking a dependable, organized, and detail-oriented Office Assistant to help support our team and contribute to the continued success of our practice.

Primary Responsibilities

• Answer and direct incoming telephone calls.
• Greet and assist clients in a professional manner.
• Draft, proofread, and edit client correspondence, letters, and other documents.
• Schedule appointments and manage calendars.
• Organize, scan, and electronically file documents.
• Absorb and prepare engagement letters, transmittal letters, and routine client communications.
• Perform data entry and maintain accurate records.
• Absorb and assist staff with administrative projects and office support functions.
• Support bookkeeping and tax preparation workflow as needed.

Qualifications

• Strong grammar, spelling, proofreading, and written communication skills.
• Strong basic math and numerical reasoning skills.
• Proficiency with Microsoft Word and Microsoft Excel.
• Ability to compose professional business correspondence.
• Excellent organizational and time-management skills.
• High school diploma or equivalent.

Skills

• Attention to detail.
• Professionalism.
• Dependability.
• Initiative.
• Confidentiality.
• Customer service.
• Problem-solving.
• Accuracy.