Office Administrative Assistant Job at Steppin' Stone Tax & Accounting

Job Description: Tax and Accounting Administrative Assistant

Position Title: Tax and Accounting Administrative Assistant  

Position Summary:
We seek a detail-oriented and organized **Tax and Accounting Administrative Assistant** to support our tax and accounting team. The ideal candidate will perform administrative tasks, ensure accurate records management, and assist with client communications. This role requires a proactive individual who thrives in a fast-paced environment and values precision.  

Key Responsibilities:

Administrative Support:
- Manage the tax and accounting team's schedules, appointments, and deadlines.  
- Prepare, organize, and maintain client files, ensuring confidentiality and compliance with regulations.  
- Draft and edit correspondence, emails, and reports related to tax and accounting services.  

Client Interaction:
- Serve as the primary point of contact for clients, answering inquiries and providing updates on filings and processes.  
- Schedule meetings and coordinate communications between clients and the team.  
- Assist in onboarding new clients, including collecting necessary documentation and forms.  

Tax and Accounting Assistance:
- Support the preparation of tax documents, invoices, and financial statements.  
- Track and follow up on pending filings, amendments, and payments.  
- Research and resolve discrepancies or client issues as needed.  

Data Entry and Record-Keeping:  
- Accurately input data into accounting software and other platforms.  
- Maintain records of transactions, tax filings, and other critical documentation.  
- Assist with organizing and archiving files for compliance and audit purposes.  

General Office Tasks:
- Order and maintain office supplies relevant to tax and accounting operations.  
- Coordinate with external vendors, such as collection agencies or service providers.  
- Provide general office support, including answering phones and greeting visitors.  

Qualifications:  

Education and Experience:
- A high school diploma or equivalent is required; an associate or bachelor’s degree in accounting, finance, or a related field is preferred.  
- Minimum of 2 years of administrative experience, preferably in a tax or accounting environment.  

Skills and Abilities:
- Strong proficiency in [specific software, e.g., QuickBooks, Microsoft Office Suite, or similar].  
- Excellent organizational skills with attention to detail.  
- Ability to manage multiple tasks and deadlines effectively.  
- Strong written and verbal communication skills.  
- High level of discretion and professionalism when handling sensitive client information.  

**Preferred Qualifications:
- Familiarity with tax preparation software or accounting platforms.  
- Experience handling client communications in a professional setting.  

Compensation and Benefits:
- Minimum wage: 18.00 to 20.00 hourly 
- Opportunities for professional development and growth.  

How to Apply:
Interested candidates are invited to submit their resume and a cover letter to janine.govan@steppinstonetax.com or abigail.ballesteros@steppinstonetax.com. Please include "Tax and Accounting Administrative Assistant Application" in the subject line.  

We are an equal opportunity employer and value diversity in our workplace.