We are currently seeking an Office Administrator with a focus on accounting and tax services to join our team. The ideal candidate will be the first point of contact for our clients, providing them with a warm welcome and expert assistance. You will handle administrative duties, respond to basic tax inquiries, manage phone calls, and ensure our office operates smoothly and efficiently.
Key Responsibilities:
Assist clients with basic accounting and tax questions, directing them to the appropriate professional for complex issues.
Take ownership of the clients' initial experience, directing them to the appropriate staff and services within the office.
Prepare engagement letters outlining the scope of services, fees, and terms of agreement based on discussions with new clients and in accordance with company policies.
Prepare and send client welcome packages and onboarding materials.
Oversee the onboarding of new clients, ensuring a smooth transition by collecting necessary information, completing initial documentation, and connecting them with the most suitable account manager based on their specific needs.
Ensure confidentiality and privacy of client information as per company policy and regulatory standards.
Qualifications:
Proven experience in an administrative role, preferably within a financial, tax, or accounting firm.
Knowledge of basic tax forms and terminology.
Excellent interpersonal and customer service skills.
Strong verbal and written communication abilities.
Bilingual in Spanish is a plus.
Ability to multitask and prioritize duties in a fast-paced environment.
Bachelor's Degree in Communications, Accounting or related field.
Additional Skills:
Detail-oriented with strong organizational skills.
A welcoming and patient demeanor with the ability to put clients at ease.
Initiative and the ability to work independently as well as part of a team.