Administrative Assistant - Parsippany

The industry we operate in demands meticulous organization and a keen eye for detail.

Responsibilities:

• Oversee and manage the daily updates and maintenance of the tax database.
• Provide support to tax professionals by preparing correspondence and executing special projects.
• Welcome visitors professionally and manage client intake, including scanning incoming client documents for tax preparation.
• Monitor and manage electronic documents and client correspondence via our portal.
• Identify, organize, and bookmark client documents using Adobe and related products.
• Collate finalized tax returns and deliver them either through an electronic portal or via client mailings.
• Ensure accurate tracking and recordkeeping when e-filing tax returns.
• Oversee the yearly archiving of client tax returns/documents and office files.
• Perform data entry into various tax software and maintain spreadsheets.
• Manage office supplies and equipment, provide billing support, and carry out general administrative functions.
• Proficiency in answering inbound calls, ensuring effective communication and prompt response
• Demonstrated ability in customer service, providing a positive experience and resolving issues efficiently
• Experience in data entry with a high level of accuracy and attention to detail
• Ability to handle email correspondence professionally and in a timely manner
• Proficiency in handling both inbound and outbound calls
• Excellent skills in Microsoft Excel for data analysis and report generation
• Proficiency in Microsoft Outlook for managing emails, calendars, contacts, tasks, and note-taking
• Skilled in using Microsoft PowerPoint to create impactful presentations
• Experience in using Microsoft Word for creating, editing, and formatting documents
• Ability to schedule appointments effectively, balancing priorities and time management.