Opportunity to work on advanced financial transactions with techsavvy clients such as those in cryptocurrency – no day is the same!
A culture that emphasizes teamwork but rewards individual performance. We want to help you accomplish your personal goals!
Job Type : Full Time
Location : Skokie Illinois
Pay : Competitive Pay & Benefits!
Job Description
What you will be doing:
Process tax organizers and tax engagement letters
Initiate new tax preparation matters and assist with client onboarding in accordance with established procedures
Gather initial information and documentation from clients to begin the tax preparation process
Maintain a client tracking system for taxrelated matters and documents
Ensure that tax tasks are prioritized based on deadlines and client needs
Ensure confidential documents are securely shredded in accordance with company policies and procedures
Sort distribute and process incoming and outgoing mail and packages accurately and in a timely manner
Scan and digitize documents as needed maintaining organized electronic records
Welcome visitors to the office with a professional and friendly demeanor ensuring they feel comfortable and attended to
Handle incoming calls promptly and professionally directing them to the appropriate personnel or taking messages as needed
Collaborate with multiple departments to ensure efficient workflow and effective administrative processes
Provide support to the administrative department in a manner that optimizes efficiency resources and client satisfaction
Experience you will need:
High school diploma or equivalent
Proven experience as an administrative assistant or in a related role
Proficient in Google Workspace (Docs Sheets)
Strong communication skills both verbal and written
Excellent organizational and time management abilities
Attention to detail and accuracy in completing tasks
Ability to multitask and prioritize tasks effectively
Professional and courteous demeanor when interacting with visitors and staff
Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days
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