Onsite Position 9:00 am- 5:00 pm<br>Potential for Temp to Hire for the right candidate<br>In-person Interview- manager wants local candidates no long commutes.<br>Duties are standard however looking for a more intermediate candidate to be a self starter and take on additional tasks with limited supervision.<br><br>I. Job Summary<br><br><br>Intermediate level position under general supervision provides a wide variety of administrative and staff support services to an organizational unit.<br><br>II. Duties and Responsibilities include the following. To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned. <br><br>· Formats types and edits a variety of routine material including: correspondence memos reports and confidential material.<br><br>· Receives and screens telephone calls and visitors schedules appointments and meetings resolves routine problems and refers other matters to appropriate staff members.<br><br>· Prepares and updates recurring and routine internal reports collects and verifies data refers problems to manager for resolution.<br><br>· Maintains and updates department files records and publications maintains confidential files and materials.<br><br>· Schedules meetings and appointments notifies attendees and makes necessary arrangements.<br><br>· Arranges domestic and international travel.<br><br>· Assists in the preparation and control of records statistics and reports regarding operations personnel changes etc.<br><br>· Administers programs projects and/or processes specific to the operating unit served.<br><br>· May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing personnel facilities and operations.<br><br>III. Supervisory Responsibilities<br><br>This job has no supervisory duties.<br><br>IV. Qualifications:<br><br>Education and Experience: <br><br>Education: High School Diploma or GED accredited. <br><br>Experience: 3 years of relevant work experience.<br><br><br><br>Skills or Abilities Required:<br><br> Proficient with Microsoft Office Excel and knowledge of general office equipment.<br><br>V. Work Environment:<br><br>Normal setting for this job is: office setting.
<p>We are looking for a detail-oriented Office Administrative Assistant to join our team located in the Greater Philadelphia Region. In this role, you will provide essential clerical and administrative support to ensure smooth operations within our university's program department. This is a Long-term Contract Office Administrative Assistant position, ideal for a proactive individual who excels in managing tasks, maintaining records, and delivering exceptional customer service.</p><p><br></p><p>What you get to do every single day:</p><p>• Answer and direct incoming calls professionally, responding to inquiries or taking accurate messages as needed.</p><p>• Deliver excellent customer service by providing program information to interested participants and small businesses.</p><p>• Organize and prepare materials for training workshops, including updating handouts and assembling participant folders.</p><p>• Collect and analyze program data, generating detailed reports using Microsoft Excel.</p><p>• Draft, proofread, and edit various documents such as memos, letters, and forms.</p><p>• Provide clerical and administrative support to program staff, assisting with office tasks and special projects.</p><p>• Monitor and manage departmental inventories using standardized spreadsheets.</p><p>• Schedule classrooms and conference rooms for workshops and related events.</p><p>• Record and maintain accurate attendance records and program documentation.</p>
<p>We are looking for an Administrative Assistant to join our team in Bryn Mawr, Pennsylvania. In this role, you will provide essential support to ensure smooth operations during tax season. This is a long-term contract position that offers part-time hours of (20–30) initially, with potential for increased hours during peak periods.</p><p><br></p><p>Responsibilities:</p><p>• Process and organize tax documents received from clients with accuracy and efficiency.</p><p>• Utilize Adobe Acrobat to scan, merge, label, and manage PDF files.</p><p>• Assist in preparing and processing tax returns while maintaining physical records as required.</p><p>• Prepare outgoing mail, including addressing envelopes and ensuring timely delivery.</p><p>• Handle occasional trips to the post office for mailing purposes.</p><p>• Perform general administrative tasks such as data entry and document management.</p><p>• Answer inbound calls and provide helpful assistance to clients.</p><p>• Support office operations by managing reception duties and ensuring a welcoming environment.</p>
<p>We are looking for a dedicated Administrative Assistant to join our team near Morristown, New Jersey. This role offers an excellent opportunity to support a high-performing finance consulting team with operational and organizational tasks. The ideal candidate will thrive in a detail-oriented environment and be eager to contribute to the smooth functioning of our office.</p><p><br></p><p>Responsibilities:</p><p>• Act as the first point of contact by welcoming visitors and maintaining a detail-oriented and friendly front desk atmosphere.</p><p>• Oversee office supplies, lunch orders, and equipment repairs to ensure seamless daily operations.</p><p>• Manage incoming and outgoing mail, packages, and courier deliveries promptly and efficiently.</p><p>• Support licensing, contracts, and compliance-related administrative tasks with accuracy.</p><p>• Maintain organized records and documentation to streamline office processes.</p><p>• Assist with billing tasks and provide support for various administrative projects as needed.</p><p>• Collaborate with the team to ensure all office functions run smoothly and effectively.</p>
<p>We are looking for a detail-oriented Administrative Assistant to join a team on a contract basis in Wayne, Pennsylvania. This role offers an opportunity to support office operations during a busy tax season. Candidates should be prepared to work onsite and commit to a three-month term, including occasional Saturdays.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to ensure smooth office operations.</p><p>• Answer and route inbound calls professionally and efficiently.</p><p>• Manage data entry tasks with accuracy and attention to detail.</p><p>• Perform receptionist duties, including greeting visitors and managing appointments.</p><p>• Maintain and organize office files and records for easy access.</p><p>• Collaborate with team members to support various administrative projects.</p><p>• Utilize Microsoft Office software to create and edit documents as needed.</p><p>• Assist in preparing reports and correspondence for internal and external use.</p><p>• Maintain a clean and organized workspace to promote productivity.</p><p>• Handle other administrative tasks as assigned to support the team.</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a part-time contract basis in Souderton, Pennsylvania. This role involves supporting the office during tax season with essential administrative tasks, ensuring smooth operations and timely client assistance. The position offers a flexible schedule of 12 to 25 hours per week, depending on workload demands.<br><br>Responsibilities:<br>• Organize client appointments and maintain an accurate paper-based calendar.<br>• Enter basic tax information into the system by reviewing forms and inputting data.<br>• Perform general office tasks, including scanning, copying, filing, and mailing documents.<br>• Prepare and assemble paper tax returns with training provided for the process.<br>• Draft and organize client correspondence and appointment-related materials.<br>• Utilize Microsoft Excel for basic spreadsheet management and data tracking, if proficient.<br>• Maintain an organized workspace in a residential office environment.<br>• Ensure all documentation is handled with confidentiality and accuracy.
<p>We are looking for an organized and detail-oriented Administrative Assistant to join a team in Wilmington, Delaware. This is a contract position lasting 4-6 weeks, with a Monday to Friday schedule and business casual office environment. The ideal candidate will excel at managing administrative tasks, maintaining confidentiality, and supporting day-to-day operations effectively.</p><p><br></p><p>Responsibilities:</p><p>• Handle sensitive and confidential information with discretion.</p><p>• Manage scheduling and coordinate appointments to ensure smooth calendar operations.</p><p>• Organize and oversee special events such as office lunches and happy hours.</p><p>• Order and maintain office supplies to support daily functions.</p><p>• Distribute incoming mail and ensure timely communication within the office.</p><p>• Utilize Microsoft Office tools to create, edit, and manage documents efficiently.</p>
<p>Wilmington Delaware firm is looking to staff a dynamic and highly organized Executive Administrative Assistant to support their executive team and ensure the smooth operation of the office. As the Executive Assistant/ Office Admin, you will provide general office support, manage calendars and schedule appointments, own the travel coordinator process, maintain and update client files, receive and sort incoming mail/deliveries, assist with basic accounting tasks as needed, greet visitors, and assist with ad hoc projects. The ideal candidate for this role should have excellent communication and interpersonal skills and be proficient with Microsoft Office Suite applications.</p><p><br></p><p>Primary Responsibilities</p><p>· Oversee office supply inventory</p><p>· Process client invoices</p><p>· Calendar Management</p><p>· Monitor expenses</p><p>· Answer incoming phone calls</p><p>· Draft email correspondence and create presentations</p><p>· POC to outside vendors</p><p>· Identify areas for process improvements</p><p>· Maintain petty cash</p><p>· Provide reports to management</p>
<p>We are looking for an Administrative Assistant to provide essential support for a local organization located in the Greater Philadelphia Region. As an Administrative Assistant, in this long-term contract role, you will handle diverse administrative tasks, to ensure smooth daily operations and maintaining the accuracy and confidentiality of records. This is a great opportunity to contribute to an organization dedicated to serving the community.</p><p><br></p><p>What you get to do every single day:</p><p>• Scan and digitize documents to create electronic records for efficient storage and retrieval.</p><p>• Organize and maintain departmental files, ensuring all records are properly labeled and accessible.</p><p>• Perform accurate data entry to update and track essential information.</p><p>• Collect and categorize various documents, including correspondence, receipts, and forms, for record-keeping purposes.</p><p>• Ensure the confidentiality and security of sensitive information and records.</p><p>• Monitor transactions, client records, and ownership documentation, ensuring proper organization.</p><p>• Prepare well-crafted correspondence, reports, and other documents as needed.</p><p>• Respond to inquiries and provide customer support via phone or email.</p><p>• Utilize software tools such as Adobe Acrobat and Epic Software to perform administrative tasks.</p><p>• Assist with additional duties as assigned to support departmental goals.</p>
<p>Robert Half is looking for a detail-oriented Administrative Assistant to provide essential support to our client's team in the Philadelphia area. This Administrative Assistant role involves managing a variety of administrative tasks to ensure smooth operations and efficient workflow. The ideal Administrative Assistant candidate will excel in organizational skills, demonstrate discretion in handling sensitive information, and contribute to a positive work environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Coordinate schedules, organize meetings, and oversee travel arrangements for team members.</li><li>Uphold confidentiality in handling all sensitive business matters.</li><li>Monitor and manage expense reports and time tracking for Directors.</li><li>Deliver administrative support to management, including document preparation and correspondence.</li><li>Assist in planning and executing employee engagement initiatives to enhance workplace culture.</li><li>Maintain both digital and physical filing systems to ensure easy access and organization.</li><li>Draft and compile reports, memos, and other written materials as required.</li><li>Utilize technology and video conferencing tools to support daily operations efficiently.</li></ul>
<p>We are looking for a detail-oriented Administrative Assistant to join our team located in the Greater Philadelphia Region. This Administrative Assistant contract role involves supporting organizational processes, managing inventory, and maintaining accurate student records. If you excel in administrative tasks and have a passion for keeping operations running smoothly, we encourage you to apply.</p><p><br></p><p>What you get to do every single day:</p><p>• Organize and maintain student files by printing, verifying, and filing documents from the parent application system.</p><p>• Download and review online materials to ensure completeness and accuracy before filing.</p><p>• Track and manage inventory of curriculum materials and safety supplies.</p><p>• Create and implement a streamlined system for inventory tracking and organization.</p><p>• Respond to inbound calls and provide attentive and thorough assistance to callers.</p><p>• Perform general administrative office tasks to ensure smooth daily operations.</p><p>• Accurately input data into systems to maintain updated and organized records.</p><p>• Welcome visitors and handle receptionist duties with efficiency.</p><p>• Support team members with ad hoc administrative tasks as needed.</p>
<p>We are working on a confidential search for an Administrative Assistant with real estate/leasing expertise. This Administrative Assistant will maintain and update internal records, draft and distribute internal and external communications, prepare meeting materials, create event agendas, coordinate travel arrangements, draft tenant documents, cover the reception area as needed, and assist other staff with administrative tasks. The ideal Administrative Assistant will be essential in ensuring the smooth coordination of tenant communications, lease documentations, and all clerical requests.</p><p><br></p><p>How you will make an impact</p><p>· Organize, schedule, and confirm appointments/meetings</p><p>· Track and analyze accounting data</p><p>· Coordinate conference calls</p><p>· Prepare leasing reports/statements</p><p>· Calendar Management</p><p>· Benefits Administration</p><p>· Draft internal/external correspondence</p><p>· Point of contact for outside vendors</p><p>· Provide research as needed</p>
<p>We are looking for an experienced Executive Assistant to join our team in Wayne, Pennsylvania. In this contract-to-permanent position, you will provide high-level administrative support to executives, ensuring smooth day-to-day operations within the healthcare industry. This opportunity offers room for growth and collaboration within a supportive team environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage executives’ calendars, including scheduling meetings and appointments.</p><p>• Coordinate domestic and international travel arrangements, ensuring all logistics are handled efficiently.</p><p>• Prepare materials for executive meetings, including agendas, reports, and presentations.</p><p>• Act as a liaison between executives and internal teams, promoting clear communication.</p><p>• Handle confidential information with discretion and professionalism.</p><p>• Organize and maintain records, files, and documentation for easy access.</p><p>• Facilitate virtual meetings using platforms like Zoom and ensure technical readiness.</p><p>• Provide expense management support using tools like Concur.</p><p>• Assist with special projects and initiatives as directed by executives.</p><p>• Support a team of Executive Assistants in collaborative tasks and shared responsibilities.</p>
<p>40,000 - 60,000</p><p><br></p><p>benefits:</p><ul><li>Paid holidays</li><li>Paid time off </li></ul><p><strong>Responsibilities</strong></p><ul><li>Manage phone calls, emails, and correspondence.</li><li>Schedule meetings and maintain calendars.</li><li>Prepare and process invoices, expense reports, and purchase orders.</li><li>Assist with bookkeeping tasks using QuickBooks (preferred).</li><li>Maintain accurate records and filing systems.</li><li>Support team with general administrative tasks.</li></ul><p><br></p>
A Financial Services firm in Willow Grove is seeking an Office Manager/Receptionist for a long-term contract engagement. This position will begin immediately and run through the end of April or through early May. The hours for this position are 9am - 5:30pm and is 100% on site. The ideal candidate will have strong organizational skills, be comfortable answering phones and speaking with clients, intermediate Outlook and Excel skills, and a friendly but professional demeanor. In this role you will answer phones, assist with collating tax packets, and ad hoc projects as they arise. For immediate consideration please call Christine at 215-244-1551, or send your updated resume to Christine.MacMahon@RobertHalf com. Thank you!
<p>State of the art company seeks an Admin/Project Assistant with human resources expertise. In this role, you will assist with data entry, drafting email correspondence, proofreading and formatting internal documents, assisting with maintaining vendor records, overseeing meeting coordination, assisting with providing human resource support, reconcile vendor invoicing, processing expense reports, maintaining office inventory, and assist with software troubleshooting as needed. In this Admin/Project Assistant role, you will keep aligned with compliance by following general accounting policies and procedures. We are looking for someone with excellent multitasking abilities and high attention to detail.</p><p><br></p><p>Responsibilities </p><p>· Assist with administrative support</p><p>· Data Entry/Scanning/Phones</p><p>· Organize office operations and procedures</p><p>· New Hire Onboarding Preparation</p><p>· Internal and external office events</p><p>· Building strong vendor relationships</p><p>· Maintain internal file/record keeping system</p><p>· Calendar Management</p><p>· Handle incoming and outgoing mail/packages</p><p>· Assist with marketing projects as needed</p>
<p>Job Title: Executive Assistant to President — On-Site (Delaware)</p><p><br></p><p>Company: Confidential Technology & Services Company</p><p><br></p><p>Employment Type: Full-time, Exempt (Salary), $70,000 - $110,000/Year</p><p><br></p><p>About the Role</p><p><br></p><p>We are seeking a seasoned Executive Assistant to support the President of a fast-moving technology and services organization. This role is a high-impact, hands-on partner to the President and will combine tactical calendar and travel management with strategic project coordination, cross-functional program oversight, and confidential communications support. You’ll translate executive priorities into clear action across the business and ensure timely follow-through.</p><p><br></p><p>What You’ll Do</p><ul><li>Manage the President’s complex calendar and commitments with strategic prioritization.</li><li>Arrange domestic and international travel logistics and itineraries.</li><li>Prepare comprehensive briefing materials, meeting agendas, and decision frameworks.</li><li>Attend key meetings; capture decisions, action items, owners, and deadlines; and provide real-time executive summaries.</li><li>Serve as the President’s eyes and ears across the organization — identify trends, risks, and opportunities and proactively escalate issues with proposed solutions.</li><li>Maintain a centralized action tracking system and follow up to ensure commitments are completed.</li><li>Coordinate cross-departmental projects, especially those involving IT, engineering, platform operations, and technology partnerships.</li><li>Handle sensitive and confidential information with discretion and professionalism.</li></ul><p>What We’re Looking For</p><ul><li>8+ years of experience providing senior executive support.</li><li>Proven ability to manage complex, ambiguous situations with minimal supervision.</li><li>Exceptional written and verbal communication skills; able to synthesize complex information for diverse audiences.</li><li>Strong project/program management skills — comfortable tracking multiple initiatives and driving accountability.</li><li>Advanced proficiency in Microsoft Office (PowerPoint, Excel, Word).</li><li>Excellent organizational skills and ability to manage competing priorities.</li><li>Strong interpersonal presence; ability to build credibility and influence across all levels.</li></ul><p><br></p><p><br></p><p>Preferred</p><ul><li>Experience supporting a Group President, CEO, or similarly senior leader.</li><li>Background in financial services or technology organizations.</li><li>Familiarity with collaborative/productivity tools such as Slack, Jira/Shortcut, Figma, and Salesforce.</li></ul><p><br></p><p>Why Join Us</p><ul><li>Be a core partner to senior leadership at a technology-focused organization.</li><li>High-visibility role with meaningful impact on strategy and execution.</li><li>Collaborative, fast-paced environment where initiative and ownership are rewarded.</li></ul><p>How to Apply</p><p><br></p><p>Please submit your resume and a brief cover letter highlighting relevant executive support and program management experience via LinkedIn Easy Apply or to the contact method listed on this posting.</p>
<p>Financial Services company seeks an Executive Assistant with prior experience working within a financial institution supporting executives. This Executive Assistant will provide a high-level of administrative support while preparing correspondence/reports/presentations, maintaining executive schedules, screening and prioritizing emails/calls/requests, managing expense reports, coordinating logistics for meetings/events/conferences, and supporting project management efforts by tracking deadlines, deliverables, and progress. The ideal candidate for this role should have proven experience supporting basic accounting activities, outstanding organizational and interpersonal skills, excellent time management abilities and have advanced knowledge of Microsoft Office Suite applications.</p><p> </p><p>What you get to do daily</p><p>· Coordinate executive communications</p><p>· Prepare internal and external corporate documents</p><p>· Calendar Management</p><p>· Prepare weekly reports</p><p>· Draft meeting agendas</p><p>· Distribute incoming mail/packages</p><p>· Travel Arrangements</p><p>· Order and maintain inventory of office supplies</p><p>· Assist with property management activities</p><p>· Benefit Administration</p><p>· Assist with accounts payable/receivable transactions</p><p>· Special errands as needed</p>
<p>We are looking for an organized and detail-oriented HR Assistant to join a team on a contract basis in Norristown, Pennsylvania. This position offers an opportunity to play a vital role in supporting various human resources functions, including administrative tasks, scheduling, and compliance efforts. The ideal candidate will have experience in HR processes and tools, as well as strong communication and organizational skills.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and organize physical and digital employee files to ensure accessibility and compliance.</p><p>• Draft clear and concise correspondence, letters, and other HR-related documents.</p><p>• Coordinate and schedule interviews with candidates and hiring managers.</p><p>• Utilize spreadsheets to manage and track HR data and project progress.</p><p>• Support onboarding processes, including preparing necessary documentation and ensuring compliance.</p><p>• Perform background checks and other required clearances for new hires.</p><p>• Assist with HRIS systems to input, update, and maintain accurate employee information.</p><p>• Collaborate on special HR projects as needed to support team initiatives.</p><p>• Monitor HR compliance and ensure adherence to company policies and legal regulations.</p><p>• Provide administrative support to the HR team, including managing calendars and coordinating meetings.</p>
<p>Robert Half is partnering with a respected local organization to find a detail-oriented Administrative Assistant. In this vital role, you will provide daily administrative support to ensure efficient office operations and a positive workplace environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendars, coordinate meetings, and schedule appointments for staff</li><li>Prepare and edit correspondence, reports, and presentations</li><li>Maintain organized filing systems (physical and electronic)</li><li>Answer and direct incoming calls, respond to inquiries, and greet visitors</li><li>Process invoices, track expenses, and order office supplies</li><li>Assist with basic HR and payroll documentation as needed</li><li>Provide general support to managers and team members</li></ul>
<p>We have partnered with one of our stable clients on their search for a highly organized Executive Assistant to support their executive team and ensure the smooth operation of the office. As the Executive Assistant, you will provide general office support, manage calendars and schedule appointments, own the travel coordinator process, maintain and update client files, receive and sort incoming mail/deliveries, assist with basic accounting tasks as needed, greet visitors, and assist with ad hoc projects. The ideal candidate for this role should have excellent communication and interpersonal skills and be proficient with Microsoft Office Suite applications.</p><p><br></p><p>Primary Responsibilities</p><p>· Manage and maintain executives’ schedules, appointments, and travel arrangements</p><p>· Prepare and edit internal/external correspondence, reports, and presentations</p><p>· Handle confidential documents </p><p>· Primary POC between executives and internal/external stakeholders</p><p>· Assess financial reports</p><p>· Perform general office duties such as ordering supplies and maintaining office organization </p><p>· Assist in the preparation of board materials, executive reports, and strategic documents</p><p>· Track, audit and reconcile expense reports and budgets</p><p>· Answering incoming phone calls</p><p>· Identify areas for process improvements</p>
<p>We are looking for a motivated Administrative Assistant to join our team in Barnegat, New Jersey. In this long-term contract position, you will play a key role in ensuring smooth daily operations by providing exceptional customer service and administrative support. This is a great opportunity to work in a detail-oriented environment with room for growth. Please note, this role is PART TIME. 3 days/week!</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors, potential renters, and current residents with a friendly and detail-oriented approach.</p><p>• Assist residents and prospects by providing accurate information about the property and services.</p><p>• Maintain organized property files and ensure proper documentation.</p><p>• Manage office supplies and ensure the workspace remains tidy and efficient.</p><p>• Collaborate with the maintenance team to coordinate and track resident work orders.</p><p>• Update and maintain the waitlist, including sending out necessary correspondence.</p><p>• Conduct daily tours of the property to ensure it remains clean, attractive, and well-maintained.</p><p>• Handle inbound and outbound calls, addressing inquiries and scheduling appointments.</p><p>• Perform data entry tasks and manage email correspondence efficiently.</p><p>• Take on additional administrative responsibilities as needed to support the team.</p>
We are looking for a detail-oriented Administrative Assistant to support daily operations and ensure seamless workflow within our organization. This role is ideal for someone with healthcare experience who thrives in a fast-paced environment and can manage multiple tasks efficiently. Your contributions will play a vital role in maintaining organization and supporting business growth.<br><br>Responsibilities:<br>• Manage inbound and outbound calls with professionalism and efficiency.<br>• Coordinate schedules and appointments using calendar management tools.<br>• Perform data entry and maintain accurate records of administrative tasks.<br>• Handle email correspondence and respond promptly to inquiries.<br>• Assist with ordering office supplies and maintaining inventory.<br>• Provide receptionist support by greeting visitors and managing front desk duties.<br>• Scan and organize documents for easy access and record-keeping.<br>• Support business development efforts by preparing materials and coordinating meetings.<br>• Maintain basic office functions, ensuring a well-organized and productive environment.<br>• Collaborate with team members to streamline administrative processes.
We are looking for a dedicated Office Assistant to join our team on a contract basis in Cranbury, New Jersey. This role involves providing essential administrative and clerical support to ensure smooth daily operations. Ideal candidates will possess strong organizational skills and attention to detail.<br><br>Responsibilities:<br>• Perform document scanning and ensure files are accurately digitized and organized.<br>• Handle various clerical tasks, including filing, data entry, and correspondence.<br>• Assist with order entry processes to maintain accurate records and streamline operations.<br>• Utilize SAP software to manage and update relevant business information.<br>• Support the team by managing routine administrative duties and addressing operational needs.<br>• Maintain a well-organized workspace and uphold office standards.<br>• Communicate effectively with team members to facilitate workflow and resolve issues.<br>• Prioritize tasks and manage multiple assignments efficiently.<br>• Collaborate with other departments to ensure seamless coordination of activities.
<p>We are looking for a detail-oriented Administrative Assistant to support our team during the busy tax season. This Contract position, offers an excellent opportunity to contribute to a CPA firm's operations by managing and organizing critical tax-related documents. The role requires someone with strong organizational skills, a high level of confidentiality, and familiarity with document scanning software.</p><p><br></p><p>Responsibilities:</p><p>• Process and handle a large volume of tax-related documents with accuracy and efficiency.</p><p>• Scan and save files while maintaining a well-organized digital filing system.</p><p>• Coordinate and prepare tax documents for review by tax preparers.</p><p>• Assemble finalized tax documents for distribution to clients.</p><p>• Download and manage files from various sources to ensure accessibility.</p><p>• Draft and send correspondence to clients in a thorough and accurate manner.</p><p>• Uphold strict confidentiality standards when dealing with sensitive information.</p><p>• Utilize SurePrep or similar scanning software to upload and extract data from scanned documents.</p><p>• Adhere to a business casual dress code and work Monday through Friday during standard business hours.</p>
