We are looking for a highly organized and proactive Executive Assistant to provide exceptional support to senior leadership in Ossining, New York. This long-term contract position offers an opportunity to work in a dynamic environment, managing schedules, coordinating executive meetings, and ensuring smooth daily operations. The ideal candidate will be detail-oriented, efficient, and skilled in handling confidential information with professionalism.<br><br>Responsibilities:<br>• Manage and maintain executive calendars, ensuring timely scheduling and prioritization of appointments.<br>• Coordinate and prepare for executive meetings, including drafting agendas, taking notes, and distributing materials.<br>• Act as a liaison between senior leadership and internal or external stakeholders to facilitate effective communication.<br>• Handle confidential information with discretion and professionalism.<br>• Organize travel arrangements, including booking flights, accommodations, and transportation.<br>• Prepare reports, presentations, and correspondence as needed to support executive operations.<br>• Monitor deadlines and follow up on action items to ensure timely completion.<br>• Assist with special projects and initiatives as directed by senior leadership.<br>• Maintain office systems and processes to support efficient workflow.<br>• Provide general administrative support as required.
<p>Our client in the New Providence area is looking for an experienced Executive Assistant to support their C-Suite executives. This role is on-site, Monday-Friday and is requiring a minimum of 4 years+ of executive assistant experience. This role requires impeccable attention to detail, strong instincts for anticipating needs, and the ability to manage both verbally expressed requests and the unspoken priorities that keep our executives moving efficiently.</p><p><br></p><p>Salary is 90,000 - 95,000.</p><p><br></p><p>Benefits include health insurance, 401k, and PTO.</p><p><br></p><p>Key Responsibilities</p><p>• Anticipate needs and manage both spoken and unspoken requests with sound judgment and discretion.</p><p>• Oversee complex calendar management, ensuring accuracy, prioritization, and seamless scheduling.</p><p>• Coordinate travel arrangements, including itineraries, accommodations, and logistics.</p><p>• Prepare, track, and submit expense reports with accuracy and timeliness.</p><p>• Maintain oversight of email correspondence, ensuring key communications are flagged, drafted, or responded to promptly.</p><p>• Create and support PowerPoint presentations and other executive-level materials.</p><p>• Manage incoming mail, including scanning, organizing, and routing documents appropriately.</p><p>• Demonstrate quick reaction time and a proactive approach to solving issues before they arise.</p>
<p>We are seeking an Executive Assistant to support senior leadership in a dynamic professional environment in White Plains, NY. This role is responsible for managing complex calendars, coordinating meetings and travel, handling confidential correspondence, preparing reports and presentations, and serving as a liaison between executives and internal/external stakeholders. The ideal candidate possesses excellent organizational skills, sound judgment, and the ability to multitask with accuracy in a fast-paced setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage executive calendars, schedule meetings, and coordinate travel arrangements</li><li>Handle confidential emails, phone calls, and correspondence</li><li>Prepare agendas, reports, presentations, and meeting minutes</li><li>Liaise between senior management, staff, and external contacts</li><li>Support special projects and perform research as required</li><li>Assist with event planning and logistics</li><li>Maintain filing systems and ensure document accuracy</li><li>Anticipate executives’ needs and provide proactive support</li></ul><p><br></p>
<p>We are looking for an experienced Executive Assistant to provide comprehensive support to a Global Account Executive and three Account Directors. This is a contract position based in New York, New York, and requires on-site availability throughout the duration of the assignment. The ideal candidate will be skilled at managing complex administrative tasks, coordinating schedules, and ensuring seamless operations across a dispersed team.</p><p><br></p><p>Responsibilities:</p><p>• Deliver high-level administrative support to the Global Executives.</p><p>• Oversee and maintain office systems and records, ensuring organization and compliance.</p><p>• Manage expense reports using PeopleSoft, including tracking, reconciliation, and responding to audit inquiries.</p><p>• Draft, edit, and finalize various documents, including correspondence, presentations, and communications.</p><p>• Handle calendar management for executives, scheduling meetings across multiple time zones and coordinating with internal and external stakeholders.</p><p>• Arrange travel logistics for up to eight individuals using an online travel system.</p><p>• Prioritize and manage multiple projects simultaneously, ensuring timely and efficient completion.</p><p>• Utilize Microsoft Office Suite to prepare documents, presentations, and reports with a high degree of accuracy.</p><p>• Represent the organization professionally by maintaining confidentiality and delivering excellent customer service.</p><p>• Perform additional duties as assigned to support the team’s goals.</p>
We are looking for a dedicated Executive Assistant to join our team in New York, New York, on a contract basis. This role is part of the Workplace Experience function, where you will play a key part in delivering exceptional customer service to clients and visitors in a detail-oriented environment. If you thrive on organization and enjoy supporting office operations, this may be the ideal opportunity for you.<br><br>Responsibilities:<br>• Welcome clients, visitors, and applicants upon arrival, ensuring a detail-oriented and friendly experience while managing visitor passes and adhering to security protocols.<br>• Organize and prepare meeting spaces, including room setup, catering arrangements, and ensuring technological resources are ready for use.<br>• Handle general administrative tasks such as distributing mail, packages, and faxes, and maintaining office supply inventory.<br>• Coordinate mail and package deliveries, track incoming and outgoing shipments, and arrange messenger or hospitality services as needed.<br>• Assist in arranging guest hospitality services, including transportation, reservations, and event tickets.<br>• Resolve straightforward issues using established procedures under close supervision.<br>• Perform assigned tasks with attention to detail, following defined processes and methods.<br>• Request building and housekeeping services to maintain a clean and organized office environment.
We are looking for a detail-oriented Administrative Assistant to support organizational operations in a variety of capacities. This role requires a proactive individual who excels in managing schedules, handling travel logistics, preparing materials, and maintaining accurate records. The ideal candidate thrives in dynamic environments and can prioritize multiple tasks with professionalism and efficiency.<br><br>Responsibilities:<br>• Manage complex calendars for senior executives, ensuring scheduling conflicts are resolved and follow-ups are prioritized.<br>• Coordinate meetings and conference calls across various time zones, accommodating diverse schedules.<br>• Arrange travel plans, including booking flights, accommodations, transportation, and securing meeting venues.<br>• Perform daily administrative tasks such as organizing, scanning, and maintaining important documents.<br>• Prepare high-quality materials, including presentations, spreadsheets, and customized client-facing documents.<br>• Input and manage data within company databases, ensuring accuracy and attention to detail.<br>• Support general operations by addressing administrative needs promptly and efficiently.<br>• Anticipate potential challenges and proactively address them to streamline workflows.<br>• Collaborate with team members to meet organizational goals and deadlines.
<p>About the Organization</p><p>A global leader in academic and professional publishing, this organization supports researchers, healthcare professionals, and educators through trusted brands, innovative platforms, and technology-enabled products. With a long history of advancing knowledge and open research, the organization partners closely with the communities it serves to share insights and drive progress worldwide.</p><p><br></p><p><strong><u>About the Role</u></strong></p><p>The Senior Legal Assistant provides administrative and corporate governance support, with additional legal and operational assistance to the U.S. legal team. The role plays a key part in supporting governance, compliance, and legal operations for the U.S. market.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>Administrative & Corporate Governance (Primary Focus)</p><p><br></p><ul><li>Manage calendars, travel, expenses, meetings, and document preparation</li><li>Maintain physical and electronic files and office operations</li><li>Prepare presentations and spreadsheets</li><li>Support U.S. corporate governance, including maintaining corporate records, preparing minutes and consents, and coordinating state filings</li><li>Monitor compliance alerts and assist with KYC and related requests</li></ul><p><strong>Legal & Operational Support</strong></p><ul><li>Provide administrative support for contracts, litigation, and projects</li><li>Review and route subpoenas, complaints, and legal notices</li><li>Assist with document production, intercompany agreements, M& A due diligence, and legal research</li><li>Support trademark administration, risk management, and learning programs</li><li>Manage legal databases, document systems, and departmental materials</li></ul><p><br></p><p><br></p>
<p><strong>Controller - Boutique Private Equity.</strong></p><p>Our client is looking for an experienced accounting / reporting professional to join their team in Greenwich, Connecticut. This role is ideal for an accomplished individual with a strong background in private equity and financial management. The successful candidate will oversee critical financial operations and ensure compliance with industry standards.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage all financial operations, including accounting, budgeting, and reporting, to maintain organizational efficiency.</p><p>• Oversee private equity investments and ensure accurate financial reporting for all related activities.</p><p>• Implement financial controls and ensure compliance with regulatory and industry requirements.</p><p>• Analyze financial data to provide strategic insights and recommendations to senior leadership.</p><p>• Prepare detailed financial statements and reports for internal and external stakeholders.</p><p>• Collaborate with auditors to ensure successful completion of financial audits.</p><p>• Monitor cash flow and manage capital to support the organization's operational and investment strategies.</p><p>• Develop and maintain relationships with external partners, including banks and investors</p>
<p>We are looking for a dynamic and detail-oriented Marketing Assistant to join our team in Morris Plains, New Jersey. In this Contract to permanent position, you will play a key role in supporting marketing strategies, enhancing brand visibility, and fostering community engagement. The ideal candidate will bring creativity, organizational skills, and a passion for communication to help drive impactful marketing initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and manage social media platforms to engage with audiences, provide customer support, and identify recruitment opportunities.</p><p>• Create and deliver impactful presentations and communication materials for senior management.</p><p>• Collaborate on recruitment strategies and programs to attract top talent.</p><p>• Capture and edit high-quality photos and videos for use in branding, marketing, and safety campaigns.</p><p>• Develop written content such as announcements, articles, flyers, and internal communications across all business lines.</p><p>• Coordinate submissions for regional and national awards to highlight organizational achievements.</p><p>• Lead efforts to improve communication strategies, ensuring clarity and consistency.</p><p>• Oversee the company newsletter and website while working closely with the Communications team.</p><p>• Represent the organization at local and regional events, charities, and outreach initiatives to raise awareness.</p><p>• Plan, promote, and execute Community Day events to strengthen relationships with surrounding communities.</p>
We are looking for a detail-oriented Administrative Assistant to support property management operations in Bronx, New York. This contract position is ideal for candidates experienced in leasing and renewals for tax credit properties, as well as recertifications. The role requires a strong understanding of housing programs and compliance regulations to ensure smooth and efficient administrative processes.<br><br>Responsibilities:<br>• Process and manage lease agreements, ensuring accuracy and compliance with tax credit property guidelines.<br>• Handle renewals for existing tenants, maintaining organized documentation and timelines.<br>• Assist with recertifications, verifying eligibility and adhering to housing program requirements.<br>• Maintain records for HUD and Section 8 programs, ensuring compliance with all applicable standards.<br>• Collaborate with the property management team to address tenant inquiries and administrative needs.<br>• Ensure all leasing and recertification processes align with legal and regulatory requirements.<br>• Prepare and submit necessary documentation for supportive housing programs.<br>• Provide administrative support to streamline leasing operations and improve efficiency.<br>• Communicate effectively with tenants and stakeholders regarding leasing and housing matters.
<p><strong>Assistant Property Controller - (150k-175k+ B) - Hybrid - Top 10!!!</strong></p><p>For immediate consideration send resumes to Jennifer.Beilin@Roberthalf com</p><p><br></p><p><strong>About the Role</strong>: Join a well-established organization with a national presence in residential property management. This role offers the opportunity to contribute to a large-scale accounting operation and work with a highly skilled team.</p><p><strong>Position Overview: </strong>Reporting to the Controller, this role focuses on managing financial operations and cash workflows across corporate entities and a large portfolio of properties. Responsibilities include ensuring accurate accounting processes, producing timely reports, supervising team members, and supporting comprehensive budget preparation efforts.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Generate accurate and timely financial statements while coordinating audit schedules for multiple entities.</li><li>Assist in preparing debt service budgets, monthly cash flow projections, and cash position analyses across a large portfolio of properties</li><li>Manage intercompany payables, ACH disbursements, and self-held escrow accounts.</li><li>Open and manage new bank accounts as needed and prepare weekly cash reports for Treasury and senior management.</li><li>Oversee and reconcile all accounting transactions for corporate entities.</li><li>Provide auditors with aggregate schedules.</li><li>Record bi-weekly payroll and manage corporate credit card transactions.</li><li>Review distribution calculations and ensure accuracy for Controller and CFO approvals.</li><li>Manage staff within the property accounting department</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in accounting or a related field.</li><li>Minimum of 8 recent years of experience in an accounting department, ideally within property management or a similar industry.</li><li>CPA designation highly preferred.</li><li>Prior experience in public accounting is a plus.</li><li>Strong proficiency with Yardi software is highly desirable.</li></ul>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in New York, New York. This role involves supporting daily operations by handling administrative tasks with precision and a high level of attention to detail. The ideal candidate will have excellent organizational skills and the ability to manage multiple responsibilities in a dynamic environment.<br><br>Responsibilities:<br>• Provide comprehensive administrative support to ensure smooth office operations.<br>• Answer and manage inbound calls, directing inquiries and messages appropriately.<br>• Perform accurate data entry tasks to maintain and update records.<br>• Assist with receptionist duties, including welcoming guests and managing front desk activities.<br>• Organize and maintain office documents, files, and supplies.<br>• Coordinate schedules and meetings, including booking conference rooms.<br>• Handle correspondence and communication with internal and external stakeholders.<br>• Support team members with ad-hoc administrative tasks as needed.<br>• Monitor and order office supplies to ensure availability.<br>• Maintain an environment that is organized and welcoming.
<p>We are looking for a detail-oriented Administrative Assistant to join our team in Fairfield, New Jersey. In this long-term contract role, you will play a key part in supporting various administrative tasks and ensuring smooth communication across departments. This position offers the opportunity to work in a collaborative environment while managing essential day-to-day operations.</p><p><br></p><p>Responsibilities:</p><p>• File claims with Apple Support and coordinate directly with freight carriers such as FedEx.</p><p>• Organize and update orders using Excel and other database tools to maintain accurate records.</p><p>• Communicate with departments including Purchasing and Warehouse to manage order substitutions, cancellations, and refunds.</p><p>• Complete and process forms while ensuring information is accurately maintained across different systems.</p><p>• Answer inbound calls professionally and provide assistance or route inquiries appropriately.</p><p>• Perform receptionist duties, including welcoming visitors and managing front desk operations.</p><p>• Support data entry tasks to ensure timely and accurate input of information.</p><p>• Collaborate with team members to address administrative needs and streamline workflows.</p><p>• Maintain documentation and ensure compliance with company policies and procedures.</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>Several leading clients in Suffolk County are seeking Project Management team members. Roles range from Project Coordinator, Assistant Project Manager through Sr Project Manager and each will have you contributing to the successful completion of complex and impressive projects. Great career opportunity for self-starters with solid mathematical, computer, and communications who enjoy working as part of a team.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with project managers to ensure timely tracking and reporting of project finances.</p><p>• Assist in preparing, reviewing, and submitting bid proposals for various construction projects.</p><p>• Manage contract documentation, ensuring compliance with company and industry standards.</p><p>• Support the estimation process by analyzing project requirements and preparing cost projections.</p><p>• Maintain accurate records of project expenditures and budgets.</p><p>• Coordinate with vendors and subcontractors to ensure timely delivery of services and materials.</p><p>• Monitor project timelines and identify potential delays or risks.</p><p>• Communicate regularly with stakeholders to provide updates on project progress.</p><p>• Ensure adherence to safety and quality standards throughout the project lifecycle.</p><p>• Contribute to process improvements to enhance project efficiency and outcomes.</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 are looking for an Administrative Assistant to support a client in the White Plains area.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a first point of contact for visitors, clients, and staff</li><li>Manage calendars, schedule meetings, and organize appointments</li><li>Handle correspondence (phone, email, mail) efficiently</li><li>Maintain both digital and paper filing systems</li><li>Help prepare reports, event logistics, and presentations</li><li>Assist with general office duties</li></ul><p><br></p>
<p>About the Company</p><p>The organization is a full-service provider of <strong>Alternative Dispute Resolution (ADR)</strong> services, helping parties resolve legal disputes outside of traditional court litigation. ADR includes processes such as <strong>mediation and arbitration</strong>, which are typically faster, more private, and often less costly than going to court. The organization works with <strong>over 10,000 commercial entities</strong>, including <strong>more than half of Fortune 100 companies</strong>, and maintains a <strong>nationwide roster of more than 2,600 arbitrators and mediators</strong>, many of whom are former judges or experienced legal practitioners.</p><p><br></p><p>Job Summary</p><p>We are seeking a dependable and motivated <strong>Office Assistant</strong> to support multiple departments with day-to-day administrative and clerical tasks, as well as special projects. This is an <strong>entry-level position</strong> with room for growth within the organization.</p><p>The ideal candidate is a <strong>team player</strong> who is friendly, organized, and customer service-oriented, with strong communication skills and the ability to multitask effectively.</p><p><br></p><p>Key Responsibilities</p><ul><li>Provide daily administrative support to multiple departments, including scanning, filing, copying, emailing, mailing documents, and assisting with special projects</li><li>Assist with case-related document preparation and management for internal teams and external parties</li><li>Enter and maintain accurate data for firms, clients, and new cases</li><li>Follow up on required documentation as needed</li><li>Support large document submissions</li><li>Provide occasional coverage at the Manhattan office</li></ul><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p><p><br></p>
We are looking for a proactive and organized Administrative Assistant to join our team in Parsippany, New Jersey. This role is ideal for someone who thrives in a fast-paced environment, enjoys managing office operations, and is eager to contribute to the smooth functioning of a growing firm. As the first point of contact for visitors and staff, you will play a pivotal role in maintaining a detail-oriented and welcoming atmosphere.<br><br>Responsibilities:<br>• Serve as the primary receptionist by welcoming visitors, answering phone calls, and maintaining a detail-oriented front desk environment.<br>• Coordinate office operations, including ordering supplies, scheduling equipment maintenance, and managing lunch orders.<br>• Handle all incoming and outgoing mail, FedEx packages, and courier deliveries efficiently.<br>• Provide administrative assistance with tasks such as licensing, contracts, compliance, and general office management.<br>• Maintain organized records and files to support seamless day-to-day operations.<br>• Assist with billing processes and other administrative projects as needed.<br>• Ensure the office environment remains organized, functional, and equipped for staff productivity.<br>• Support team members with ad-hoc tasks to facilitate project completion and deadlines.
<p>We are looking for an organized and personable Administrative Assistant to join our team on a long-term contract basis in Maywood, New Jersey. In this role, you will provide essential administrative support, ensuring smooth daily operations and assisting residents with their needs. This position requires excellent communication skills, attention to detail, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Welcome and assist guests in a courteous and detail-oriented manner.</p><p>• Manage incoming work orders and ensure timely processing.</p><p>• Coordinate and schedule appointments with accuracy.</p><p>• Provide support with clubhouse rental forms and related documentation.</p><p>• Offer assistance to residents by addressing their inquiries and concerns.</p><p>• Maintain the cleanliness and organization of the office environment.</p><p>• Answer inbound phone calls and direct them as necessary.</p><p>• Perform data entry tasks with precision and efficiency.</p><p>• Collaborate with team members to ensure seamless office operations.</p>
We are looking for a detail-oriented Administrative Assistant to join our team in Maspeth, New York. As part of this long-term contract position, you will play a vital role in ensuring the smooth operation of daily administrative functions while maintaining a high standard of attention to detail. This role offers an excellent opportunity to contribute to an organized and efficient office environment.<br><br>Responsibilities:<br>• Handle incoming calls, providing courteous and attentive responses to inquiries.<br>• Perform accurate data entry tasks to maintain up-to-date records and documentation.<br>• Support general office operations by organizing files, scheduling appointments, and managing correspondence.<br>• Act as the first point of contact by welcoming visitors and directing them appropriately.<br>• Assist with administrative tasks, including preparing reports, maintaining office supplies, and coordinating meetings.<br>• Ensure the timely handling of emails and other communications.<br>• Collaborate with team members to address various administrative needs.<br>• Monitor and maintain office equipment to ensure functionality.<br>• Uphold confidentiality when managing sensitive information.<br>• Contribute to a positive and productive work environment through effective communication and teamwork.
<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>Key Responsibilities:</p><ul><li>Maintain printer functionality by regularly loading and unloading paper, monitoring printer supplies, and promptly clearing paper jams.</li><li>Move paper stock from pallets to print shop shelves, ensuring materials are organized and accessible for daily operations.</li><li>Demonstrate a high level of attention to detail to maintain print quality and prevent equipment issues.</li><li>Communicate clearly with team members regarding printer status, shift progress, and any problems encountered, ensuring smooth handoffs between operators.</li><li>Report any equipment issues or maintenance needs to fellow operators and management in a timely manner.</li><li>Support general print shop operations and assist with other tasks as assigned.</li></ul><p><br></p>
We are looking for an experienced Administrative Assistant II to join our team in New York, New York. In this role, you will support daily operations by performing diverse administrative tasks, ensuring efficiency and accuracy in all assignments. This is a long-term contract position ideal for someone who thrives in a fast-paced environment and enjoys providing organizational support.<br><br>Responsibilities:<br>• Schedule and manage appointments and meetings to ensure smooth daily operations.<br>• Respond to inquiries and provide relevant information to callers and colleagues.<br>• Draft and edit memos, reports, and presentations with attention to detail.<br>• Transcribe notes and take dictation in support of accurate documentation.<br>• Conduct research and compile data to assist in creating comprehensive analyses.<br>• Prepare and monitor invoices, ensuring timely processing and accuracy.<br>• Manage expense reports and assist in budget preparation and development.<br>• Coordinate multiple projects simultaneously while adhering to deadlines.<br>• Maintain familiarity with established procedures and practices to ensure efficiency.<br>• Collaborate closely with supervisors and managers to support overall goals.
<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>
