At Smith and Company, a San Rafael-based Tax Firm, our mission is to provide our clients with prompt, professional, courteous, and result-oriented services. To achieve this, we are in search of an exceptional professional with outstanding office administration skills, as well as the ability to manage multiple projects efficiently.
Key Responsibilities:
- Organize and Prioritize: Maintain meticulous organization of incoming client documents, ensuring everything is in a specific order.
- Streamline Processes: Prepare paper documents for our digital office processes by scanning them efficiently.
- Assemble with Precision: Assemble finished tax returns both digitally and physically in our standard formats for client delivery.
- Handle Mailings: Manage document and return mailings with precision and timeliness.
- Database Management: Maintain order and accuracy across multiple databases.
- Client Communication: Answer incoming phone calls promptly and communicate clearly.
- Attention to Detail: Execute all tasks with extreme attention to detail and accuracy while adhering to rigorous office procedures.
We are an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Our office prioritizes the safety of our employees, and this position is full-time in the office with modest overtime during tax season(s).
Responsibilities:
- Document Handling: Perform word processing, scanning, and manage mail.
- Team Collaboration: Interface via email, phone, and Microsoft Teams with staff.
- Administrative Support: Work seamlessly with the administrative team.
- Data Management: Create reports and spreadsheets.
- Software Proficiency: Learn internal software systems and processes.
- Special Projects: Assist with special projects as needed.
Skills and Experience:
- Organization: Extremely organized with a keen eye for detail.
- Communication: Articulate and able to interact effectively.
- Analytical: Adept at analyzing information and problem-solving.
- Team Player: Collaborative and able to work well with others.
- Positive Attitude: Friendly with a can-do attitude.
- Adaptability: Able to follow complex rules and processes, while also accommodating special circumstances for some staff/clients.
- Multi-Tasking: Capable of multitasking and tracking ongoing projects efficiently.
- Stress Management: Able to work under high-stress deadlines while maintaining composure.
- Physical Requirements: Must be able to lift modest-sized boxes of documents, stand for extended periods while performing scans, and regularly bend to access documents with repetitive movements.
If you possess these qualifications and are ready to contribute to our dynamic team, we encourage you to apply.
To apply, please submit your resume along with a cover letter highlighting your relevant experience and explaining why you'd be a great fit for our Tax Support Team.
