Administrative Assistant - Sales Uline
Naples, FL11 days ago
Highlights
Prospect client support – provide fee structure, our process for onboarding, gather prior year returns, work with office manager to add client once accepted, and communicate with tax supervisor. This role ensures the smooth day-to-day functioning of the office by handling a wide variety of administrative tasks accurately and efficiently.
Numbers & Facts
| Location | Naples, FL |
| Job Type | Full-time |
Description
Benefits:
The Administrative Assistant provides essential clerical and operational support to the partner. This role ensures the smooth day-to-day functioning of the office by handling a wide variety of administrative tasks accurately and efficiently.
Key Responsibilities
• Emails – assisting with responding, tracking responses, and alerting of missed responses
• Phone calls – answer all calls for partner transferred by receptionist and follow-up
• Prospect client support – provide fee structure, our process for onboarding, gather prior year returns, work with office manager to add client once accepted, and communicate with tax supervisor.
• Client organizers – assist with disbursement of tax organizers electronically & by mail
• Client documents – manage, organize, process, scan/upload to Sureprep, bind, and verify and safe return of documents provided.
• Organize and maintain both physical and electronic filing systems, including client records and tax documents
• Coordinate scheduling for Partner with clients, prospect clients, and referral sources
• Assist with tax return assembly, collation, copying, scanning, and delivery
• Coordinate with vendors, couriers, and government agencies as directed
• Assist with special projects during peak tax season as needed
Qualifications
• High school diploma required; associate's or bachelor's degree preferred
• 2+ years of administrative experience, preferably in a professional services environment
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite; experience with tax or accounting software a plus
• High attention to detail and strong organizational skills
• Ability to maintain strict confidentiality of client and firm information
• Position requires working more than 40 hours per week during tax season
- Competitive salary
- Dental insurance
- Paid time off
- Vision insurance
- 401(k) matching
The Administrative Assistant provides essential clerical and operational support to the partner. This role ensures the smooth day-to-day functioning of the office by handling a wide variety of administrative tasks accurately and efficiently.
Key Responsibilities
• Emails – assisting with responding, tracking responses, and alerting of missed responses
• Phone calls – answer all calls for partner transferred by receptionist and follow-up
• Prospect client support – provide fee structure, our process for onboarding, gather prior year returns, work with office manager to add client once accepted, and communicate with tax supervisor.
• Client organizers – assist with disbursement of tax organizers electronically & by mail
• Client documents – manage, organize, process, scan/upload to Sureprep, bind, and verify and safe return of documents provided.
• Organize and maintain both physical and electronic filing systems, including client records and tax documents
• Coordinate scheduling for Partner with clients, prospect clients, and referral sources
• Assist with tax return assembly, collation, copying, scanning, and delivery
• Coordinate with vendors, couriers, and government agencies as directed
• Assist with special projects during peak tax season as needed
Qualifications
• High school diploma required; associate's or bachelor's degree preferred
• 2+ years of administrative experience, preferably in a professional services environment
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite; experience with tax or accounting software a plus
• High attention to detail and strong organizational skills
• Ability to maintain strict confidentiality of client and firm information
• Position requires working more than 40 hours per week during tax season