Position Type: Part-time off-season and full-time during peak season
About Us: MK Tax Solutions is a dynamic and growing tax and accounting firm that specializes in providing exceptional financial services to our diverse clientele. We are looking for a highly organized and proactive Tax Administrative Assistant to join our team. This role is perfect for someone who thrives in a fast-paced environment and is ready to contribute.
Job Summary: As a Tax Administrative Assistant, you will play a crucial role in maintaining the smooth operation of our office and ensuring top-notch client service. Your responsibilities will encompass a wide range of administrative tasks, including professional client communication, scheduling, file management, tax assembly and general office duties.
Key Responsibilities:
Client Communication:
Maintain professional and timely communication with clients via email/phone/in-person during working hours (Monday-Friday 8am-5pm PST)
Assist with general inquiries and maintain a welcoming atmosphere for clients
File Management:
Organize, maintain, and update client contracts and documents with meticulous attention to detail: including scanning tax documents and collating printed tax returns for clients
Project Management
Assign and keep track of project statuses and due dates
Scheduling:
Manage and coordinate appointments for clients and team members.
Effectively schedule and prioritize tasks to ensure the efficient flow of daily operations.
Team Support:
Collaborate with team members to ensure the efficient flow of information and tasks within the office.
Assist with ad-hoc tasks and projects as needed.
Flexibility and Prioritization:
Adapt to changing priorities and handle multiple tasks simultaneously.
Take initiative and work independently with minimal direction when required.
Qualifications:
Required:
High school diploma or equivalent; relevant coursework or an associate degree in business administration is a plus.
Prior experience working in a tax/accounting firm.
Excellent verbal and written communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook), Adobe Acrobat, Google Docs/Sheets.
Strong organizational and time management skills.
Ability to maintain a high level of confidentiality.
A proactive and self-motivated attitude.
Flexibility to work in a fast-paced environment and adapt to changing priorities.
Preferred:
Proficiency with practice management and tax software programs such as Lacerte, CCH Axcess, SafeSend, Canopy
How to Apply: If you are a detail-oriented, organized, and proactive individual looking to begin your career in the tax and accounting industry, we'd love to hear from you. Please submit your resume and a cover letter outlining your qualifications and interest in the role.
MK Tax Solutions is an equal-opportunity employer and welcomes candidates from all backgrounds to apply.
Note: The responsibilities and qualifications in this job description are intended to provide a general overview of the position and should not be considered an exhaustive list. Additional duties may be assigned as needed.
