Tax Firm Admin Assistant
Job Title: Tax Firm Administrative Assistant
Schedule: M-F, PST hours
About the Role:
We are seeking a detail-oriented and reliable Administrative Assistant to support our U.S.-based tax firm. The ideal candidate will have experience using CCH software to scan tax documents and assist with populating tax returns. This role requires someone with a strong accounting background, excellent communication skills, and the ability to manage repetitive tasks with accuracy and integrity.
Key Responsibilities:
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Use CCH software to scan and organize tax documents
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Populate tax return templates and ensure all data is entered accurately
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Answer incoming calls professionally and confidently
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Reach out to leads
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Follow up with existing clients
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Coordinate meetings and manage calendars for the team
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Maintain accurate records and uphold the confidentiality of sensitive client information
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Perform general administrative tasks as needed to support the firm
Qualifications:
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Proven experience using CCH software in a tax or accounting setting
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Strong background in accounting or bookkeeping
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Exceptional reliability and unquestionable integrity
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Comfortable performing routine and repetitive tasks with consistency
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Excellent verbal and written communication skills
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Strong organizational skills and attention to detail
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Experience with client communication and scheduling tools is a plus
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Must be able to work PST business hours reliably