Administrative Assistant

Responsibilities: • Assist with new client onboarding, including setting up and updating client information in internal systems, processing new client setup forms, and preparing engagement letters.

• Assist with the annual engagement letter process, including preparation, distribution, tracking, and follow-up.

• Assist with tax return processing and assembly, including electronic and physical deliverables as needed.

• Sort, scan, distribute, and maintain incoming and outgoing mail and correspondence.

• Collaborate with other administrative team members to support the Tax team with calendaring and scheduling, certified mailings, DocuSign requests, faxing, document preparation, and other administrative needs.

• Assist with maintaining and organizing electronic and physical client files and records.

• Assist with tracking outstanding administrative items and following up with team members as needed.

• Maintain and stock office supplies and coordinate supply orders as needed.

• Provide additional administrative support to the Tax department and assist with special projects as needed.

Required Qualifications & Skills / Abilities: • 1-2+ years of experience as an Executive Assistant or Administrative Assistant in a fast-paced professional services work environment (Accounting, Financial Services or Law firm experience highly desirable)

• Bachelor’s degree preferred

• Exceptional writing, editing, and proofreading skills

• Strong organization, time management, and computer skills, including proficiency in the Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).