Tax Administrative Assistant

We are looking for a highly organized and responsible Administrative Assistant to perform a variety of administrative and clerical tasks in a tax office setting in Rochester, NY. The ideal candidate should have excellent oral and written communication skills and be able to organize their work using tools like MS Office and office equipment.

Key Responsibilities:

1. Handle office tasks, such as filing, generating reports and presentations, setting up for meetings, and reordering supplies.
2. Respond to questions and requests for information from clients and employees in a professional and courteous manner.
3. Assist in the preparation of regularly scheduled tax reports.
4. Develop and maintain a filing system for important and confidential company documents.
5. Maintain contact lists and schedule appointments, as required.
6. Provide general support to visitors and clients.
7. Draft and distribute correspondence, such as memos, letters, faxes and forms, as needed.
8. Maintain polite and professional communication via phone, e-mail, and mail.

• Proficiency in Data Entry is required, with a focus on accuracy and speed.
• Experience in Invoice Processing is necessary; the individual should be able to handle multiple invoices with high efficiency.
• Familiarity with CCH ProSystem fx is a must for the purpose of Tax Compliance.
• Prior experience in Administrative Assistance is essential, with a focus on supporting tax-related operations in a CPA firm.