ADMINISTRATIVE ASSISTANT
We are seeking a dependable, organized, and detail-oriented Administrative Assistant. The ideal candidate is professional, comfortable communicating with clients, and able to manage multiple priorities in a fast-paced environment.
Responsibilities:
• Answer and direct phone calls, emails, and client inquiries
• Schedule client appointments and maintain office calendars
• Collect, organize, scan, and upload client documents
• Maintain accurate client records and update case-management systems
• Follow up with clients regarding missing information and deadlines
• Prepare engagement letters, invoices, correspondence, and basic reports
• Assist with IRS and state tax agency correspondence
• Track case deadlines, assigned tasks, and document requests
• Maintain strict confidentiality of client and financial information
• Provide general administrative support to tax professionals and management
Qualifications:
• Strong organizational and time-management skills
• Excellent written and verbal communication skills
• Careful attention to detail and accuracy
• Proficiency in Microsoft Word, Excel, Outlook, and Google Workspace
• Ability to learn tax and client-management software
• Professional attitude and excellent customer-service skills
• Ability to work independently and follow established procedures
• Prior experience in a tax, accounting, legal, or financial-services office is preferred
• Experience with TaxDome, QuickBooks, DocuSign, or IRS correspondence is a plus
HOW TO APPLY
Please submit your résumé to allan@smibmanagement.com. Make sure your résumé clearly includes your full name, email address, and telephone number so we can contact you.
