Administrative Assistant

Westport, WA - USA

Monthly Salary: Not Disclosed

Posted on: 20 hours ago

Vacancies: 1 Vacancy

Job Summary

Job description:
Our client is seeking an experienced full-timeAdministrative Assistantfor their Tax Office!

Pay Rate:$20$25 per hour

Key Responsibilities

Serve as a primary point of contact for clients providing professional and confident communication
Ensure clients submit all required tax documents and signed forms
Manage client records and workflows using a tax-related CRM and client portal
Scan organize and maintain electronic and physical tax files
Support tax preparers and partners with administrative and office tasks
Assist with general office operations including phone calls email correspondence scheduling and document management
Identify opportunities to improve office processes and contribute ideas to enhance efficiency

Required Qualifications

Prior experience working in a tax office is required
Strong understanding of basic tax documents needed for filing (individuals and businesses)
Comfort and confidence interacting directly with clients
Experience using tax CRMs and client portals (TaxDome experience is a plus)
Familiarity with tax preparation software (Drake Tax experience preferred)
Proficiency in Microsoft Outlook and Excel
Strong organizational skills and attention to detail
Ability to work independently and take initiative
Valid drivers license
Pass background check/ drug screening

Ideal Candidate

During tax season availability forSaturday hours 10:00 AM1:00 PM when needed
If Saturday hours are worked weekday hours can be slightly reduced
A positive team-oriented professional who is approachable and dependable
Comfortable in a fast-paced tax season environment
Willing to roll up their sleeves try new ideas and help improve office operations
Not afraid to make suggestions test new processes and learn through hands-on experience

Required Experience:

Junior IC

Job description:Our client is seeking an experienced full-timeAdministrative Assistantfor their Tax Office! Pay Rate:$20$25 per hour Key Responsibilities Serve as a primary point of contact for clients providing professional and confident communicationEnsure clients submit all required tax documents...