Job Description
Job Description
We are looking for a detail-oriented Office Assistant to join our team on a contract basis. In this role, you will provide essential administrative support, helping ensure the accuracy and organization of tax-related documents. This position is ideal for individuals with basic computer skills who are eager to learn and grow in an office environment.
Responsibilities:
• Scan and upload tax documents into the client database for accurate record-keeping.
• Review and update client information in tax preparation software to ensure data accuracy.
• Sort and organize tax-related paperwork for efficient processing.
• Print tax returns and prepare them for distribution.
• Verify and input details from W-2 and 1099 forms into the system.
• Perform receptionist duties, including answering inbound calls and directing inquiries.
• Assist with general clerical tasks to support daily office operations.
• Learn and utilize tax software (Lacerte) and document management software (Smart Vault) to complete assigned tasks.
• Basic computer literacy and familiarity with common office applications.
• Ability to learn and adapt to new software systems, including tax and document management tools.
• Strong attention to detail and organizational skills.
• Effective communication skills for handling client inquiries and internal coordination.
• Willingness to perform repetitive tasks with a high degree of accuracy.
• Prior experience in scanning, sorting, or clerical duties is a plus but not mandatory.
• Comfortable working in a team-oriented office environment.
• Availability to work part-time hours as required.