Administrative Assistant
On-siteCos Cob, Connecticut, United States
Job Summary
Greet clients, maintain the front office environment, and answer phones while assembling and electronically filing individual, partnership, corporation, and fiduciary tax returns. Receive client payments, update accounts, and manage onboarding in CCH, E-file Cabinet, and Karbon. Finalize monthly billing, order supplies, schedule maintenance, scan documents, assist with outgoing mail, compile packets, and support document processing for the Tax and Client Accounting departments. Coordinate lunch for meetings and assist with event coordination. Full-time entry-level role with extra bandwidth during Tax Season (February–April).
Required Qualifications
- Professional office experience 1 yr +
- Excellent organizational skills and flexibility
- Strong communication and interpersonal skills
- Ability to establish priorities and efficiently manage time
- Friendly disposition
- Comfortable working in a fast-paced environment when required
- Desire to grow with the Firm / desire for upward mobility
- Excellent written, verbal, and listening communication skills with clients and team members
- Strong PC skills, including Microsoft Office Suite
Desired Qualifications
- Knowledge in Karbon and CCH a plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.