Administrative Assistant Job at Allred Tax Advisors, PLLC in Conroe

Allred Tax Advisors, PLLC is looking to hire a Tax Administrative Assistant to its growing organization. The ideal candidate will provide support to the organization’s tax and accounting department. Your role is a combination of administrative assistance and accounting support.

Overview

Starting pay: $15 - $18; depending on experience

Must be in office Monday – Friday 8am – 5pm

Must be able to work over 40 hours during peak time: January 1 – April 15 and August 15 – October 15

Responsibilities

• Answer multiline phone system and direct calls where needed.
• Phone Etiquette and strong Communication skills
• Assemble and Process tax Returns
• Print and assemble tax returns and save the return to our electronic filing system through tax software
• Prepares and returns original tax documents to client
• Transmits documents, such as PDF copies of return, estimated payments as requested by tax signer
• Help with preparing the engagement letters and updating spreadsheet when needed
• Provide frontline and backup support to the tax department
• Confers with clients by telephone in attempt to determine status of tax returns
• Assist in organizing and coordinating arrival of client documents
• Assist in resolving E-file errors by contacting the signer
• Order tax departmental supplies as needed
• Ability to work additional hours as needed

Qualifications

• Excellent attention to detail and organizational skills
• Prior experience working in a CPA firm
• Strong Microsoft Word, Excel and PowerPoint
• Tax software experience: CCH Axcess
• Workstream/CCH Experience is Required
• Strong written and verbal communication skills
• Team player, works well with others on the team
• Ability to manage multiple tasks and manage time
• Professional demeanor and ability to maintain confidentiality
• Ability to work independently with little supervision
• Adapts to fast paced environment, especially during busy season
• Administrative Assistance and Executive Administrative Assistance skills
• Previous experience in tax preparation or accounting is beneficial
• Ability to maintain confidentiality and handle sensitive information
• Familiarity with all Tax Forms and Workpaper organization

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Administrative

Industries

• Accounting