OB DESCRIPTION
We are seeking a highly organized and detail-oriented Office Administrator to join our team. The ideal candidate will be responsible for managing day-to-day administrative tasks, ensuring the smooth operation of our office, and providing support to our tax professionals.
REQUIRED SKILLS AND EXPERIENCE
· Administrative Support: Assist with daily office operations, including answering phones, managing emails, and handling correspondence. · Client Interaction: Greet clients, schedule appointments, and maintain client records with confidentiality and professionalism. · Document Management: Organize and maintain physical and digital files, ensuring all documents are accurately filed and easily accessible. · Office Supplies: Monitor and order office supplies to ensure the office is well-stocked and equipment is functioning properly. · Data Entry: Input and update client information in our database, ensuring accuracy and completeness. · Financial Tasks: Assist with basic bookkeeping tasks, such as invoicing and processing payments. · Coordination: Coordinate with tax professionals to ensure timely completion of client tax returns and other related tasks. · Compliance: Ensure compliance with office policies and procedures, as well as relevant regulations and standards. · Tool Proficiency: Utilize Marketing Pro (Booking) or Receta for scheduling and client management, OLT Tax Software for tax preparation, and PDF Filler to send client intake forms and manage in-person office documentation.
