Tax Administrative Assistant

Peritum LLC is currently seeking an experienced, detail-oriented and proactive individual to join our team as a Tax Administrative Assistant. This position will primarily revolve around tax return intake and delivery. Interaction with clients is expected. Good communication skills and a high level of professionalism is required. This is an opportunity for the right individual to work in a fast-paced work environment serving high net worth clients in all aspects of accounting and tax compliance.

This position is responsible for performing a variety of administrative duties including but not limited to:

New Client Onboarding:

• Guide clients through the onboarding process, ensuring all necessary documents are collected and accurately entered into tax software.
• Provide support and information to clients during the onboarding phase.

Tax Intake:

• Collect, review, and organize tax-related documents from clients with a focus on accuracy and completeness.
• Coordinate with clients to address any missing information and facilitate a smooth tax intake process.

Document Delivery:

• Ensure timely and secure delivery of finalized tax documents to clients.
• Implement efficient systems for document delivery, tracking, and confirmation.

Data Accuracy:

• Maintain a high level of accuracy when entering and managing client information and tax-related data.
• Conduct regular reviews to identify and resolve discrepancies promptly.

Client Communication:

• Establish and maintain positive relationships with clients throughout the onboarding, tax intake, and delivery processes.
• Communicate updates on the status of client onboarding, tax preparation, and document delivery.

Daily Administrative Tasks:

• Assist with general administrative duties, including answering phones, managing emails, and supporting other team members as needed.

Qualifications:

• Minimum three years’ experience in an administrative assistant position required.
• Proficient in managing tasks seamlessly in a fast-paced, high-stress environment.
• Ability to prioritize task effectively and maintain composure while under pressure.
• Previous experience in administrative roles, preferably in a client-facing capacity within the accounting or financial services industry.
• Strong organizational skills with meticulous attention to detail.
• Excellent communication skills, both verbal and written.
• Familiarity with tax documents and the ability to manage client interactions with professionalism.
• Proficient in Microsoft Word, Adobe, Excel, and Outlook.
• Must be able to keep matters strictly confidential.
• Team oriented and willing to help others while having a positive attitude.

Job Type: Full-time

Pay: $19.00 - $22.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Associate (Preferred)

Work Location: In person