Client Services Administrative Assistant

Job Description

Job Description

We are a professional tax and accounting firm dedicated to providing exceptional service and personalized support to our clients. We’re looking for a detail-oriented and client-focused Client Services Administrative Assistant to join our team. This role is ideal for someone who enjoys helping people, managing multiple priorities, and contributing to a well-organized and friendly office environment.

Part-time, averaging 20 hours per week, with additional hours (up to 40 per week) available during our busy season.

Key Responsibilities:

• Answer and direct incoming calls; take detailed messages when necessary.

• Contact clients and prospective clients to schedule appointments or notify them when their tax returns are complete.

• Greet and assist clients upon arrival, ensuring a professional and welcoming experience.

• Maintain and update client information in our databases.

• Scan and organize client documents and folders.

• Obtain required signatures from clients, and process client payments.

• Handle general office duties including filing, mailing, and faxing.

• Manage office supply inventory and purchasing.

Qualifications:

• Previous administrative or client service experience preferred (experience in a tax, accounting, or professional services office a plus).

• Minimum of 1 year experience with QuickBooks Online.

• Approaches challenging situations with a calm, solutions-oriented mindset.

• Strong communication and interpersonal skills.

• Excellent organizational skills and attention to detail.

• Proficient with Microsoft Office and comfortable learning new software.

• Ability to handle confidential information with professionalism and discretion.

Why Join Us:

• Supportive and team-oriented work environment.

• Opportunities to learn and grow within a professional accounting practice.

• Stable, year-round position with a reputable firm.

If you’re reliable, take initiative, and take pride in delivering quality work, we’d love to hear from you.