Tax Office Administrative Assistant

Tax Office Administrative Assistant
JTS of West Salem, LLC is looking for a Tax Office Administrative Assistant. This is a full-time position in a small, high-volume tax office. A successful candidate will be highly organized, have high attention to detail and confidentiality, and the ability to work in a fast-paced environment.

Job Duties

• Greet clients in person and on the phone in a professional and friendly manner
• Schedule clients for in-person, drop-off, and pick-up tax appointments
• Manage Acuity (Square Space) Office Schedules for all team members
• Screen client questions and direct calls and messages to the best-suited tax professional to address client needs
• Collect required tax documents and prepare client files to begin tax preparation process
• Manage office supply inventory and make timely requests for resupply
• Process tax service payments
• Compose and type letters and emails to address client tax concerns and resolutions
• Organize and maintain file systems and individual client files
• Collect mail and drop box information daily and route to appropriate team members or client files
• Maintain office cleanliness and organization of resources with team members
• Other duties as assigned

Knowledge and Skills

• Proficient in computer usage and the ability to easily adapt to new software and integration as needed
• Intermediate to expert knowledge of Word, Excel and data entry skills
• Social Media skills in Facebook, Twitter, maintenance of websites and other social platforms
• Strong organizational and time management skills
• Ability to multi-task
• Good judgement, practices of strict confidentiality
• Attention to detail
• Ability to interact effectively with all levels of clients and team members
• Ability to maintain a calm, non-confrontational office environment
• Well-developed interpersonal and communication skills
• Demonstrated self-starter; exhibiting initiative, confidence, professionalism and maturity
• Dependable and flexible
• Ability to occasionally work nights and weekends if requested

Education

• Associate’s degree or combination of experience and/or training in fast-paced office environment
• Tax Knowledge desired—Ability and Desire to learn and gain tax knowledge preferred

Full-Time

• $$17 - $20 / hour
• Potential for benefits
• Paid Training

Job Type: Full-time

Pay: $17.00 - $20.00 per hour

Schedule:

• 8 hour shift

Ability to commute/relocate:

• West Salem, WI 54669: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Office: 1 year (Required)

Work Location: One location