Job Description
Description
We are looking for an experienced Office Administrator to support daily operations in our office through a contract engagement. This position is well suited for someone who thrives in a fast-moving, organized setting, enjoys creating order across administrative functions, and delivers a high-quality experience for both clients and internal staff. The role will oversee office coordination, document management, billing support, and technology-related administration to keep the workplace running efficiently.
Responsibilities:
• Maintain firm’s workflow/task list, including setup of new clients in the system, and updating as client projects are completed.
• Assist with inflow of paper and electronic tax documents, scanning, and workpaper setup.
• Assist with implementation of AI tools to improve the efficiency of our processes.
• Assemble completed tax returns for delivery to clients, including obtain...
We are looking for an experienced Office Administrator to support daily operations in our office through a contract engagement. This position is well suited for someone who thrives in a fast-moving, organized setting, enjoys creating order across administrative functions, and delivers a high-quality experience for both clients and internal staff. The role will oversee office coordination, document management, billing support, and technology-related administration to keep the workplace running efficiently.
Responsibilities:
• Maintain firm’s workflow/task list, including setup of new clients in the system, and updating as client projects are completed.
• Assist with inflow of paper and electronic tax documents, scanning, and workpaper setup.
• Assist with implementation of AI tools to improve the efficiency of our processes.
• Assemble completed tax returns for delivery to clients, including obtain...