Administrative Assistant
Core
Organize tax returns and financial reports, scan/digitize documents, and support CPAs with general office tasks for a CPA firm serving individuals and small businesses.
Role type
Administrative Assistant
Builds
Organized office environment and accurate financial documentation for client tax and accounting services
Domain
Accounting / Tax Services
Required skills
document organization, scanning and digitization, Microsoft Office proficiency, phone and in-person client service, office maintenance
Preferred skills
bookkeeping knowledge, QuickBooks familiarity, accounting experience (via careerplan.io/jobs/45-003-AA-274-administrative-assistant-at-team-builder-recruiting)
Responsibilities
Assemble and organize tax returns and financial reports, Scan and digitize client and accounting documents, Support CPAs with day-to-day administrative tasks, Welcome clients and provide professional service, Maintain an organized and efficient office, Learn bookkeeping and accounting responsibilities
Seniority
Entry-level to Junior, hands-on IC