Robert Half
Description *Permanent* Tax Administrative Assistant Location: New Haven, CT (Onsite, Full-Time) Salary: $60,000-$70,000 (paid hourly) -Depending on Experience We are currently seeking a dedicated Tax Administrative Assistant to join our client's team in New Haven, CT. This is a full-time, onsite role offering a blend of front desk responsibilities and critical back-end administrative support for the firm's tax professionals. As one of the first point of contact for clients, you'll play a key role in representing the firm's professionalism and customer-first approach, while also managing sensitive tax-related documentation with accuracy and discretion. Key Responsibilities: Front Desk Duties:
- Answer and route incoming phone calls professionally
- Greet clients and visitors with a welcoming demeanor
- Assist clients with general inquiries and follow-up items
- Manage appointment scheduling and client check-ins
- Collect, organize, and verify tax documents for preparers
- Maintain client records and ensure accurate data entry
- Utilize Microsoft Excel to manage and track financial data
- Support office operations and help ensure deadlines are met
- 3+ years of administrative experience in a professional office setting
- Strong proficiency in Microsoft Excel is required
- High attention to detail with the ability to manage multiple priorities
- Adaptable and comfortable in a fast-paced environment
- Excellent communication and organizational skills
- Experience in a tax or financial services environment is a plus
- Competitive salary based on experience ($60K-$70K)
- Full benefits package including 401k
- Supportive, employee-focused work culture
- Opportunity for long-term stability and professional growth
- 3+ years of administrative experience in a professional office setting
- Strong proficiency in Microsoft Excel is required
- High attention to detail with the ability to manage multiple priorities
- Adaptable and comfortable in a fast-paced environment
- Excellent communication and organizational skills
- Experience in a tax or financial services environment is a plus