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David J Reali, PLLC

Front Office Admin and Tax Assembly

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Job Description

We are a small, professional tax firm looking for a friendly, organized, and dependable Administrative Assistant to join our team. This position is ideal for someone who enjoys working with people, staying organized, and being part of a close-knit office environment. The role combines front-office administrative responsibilities with tax return assembly and administrative support during tax season. Responsibilities Front Office & Administrative Greet clients and provide a professional, welcoming experience Answer phones, respond to emails, and assist with client inquiries Schedule appointments and maintain the office calendar Receive, organize, scan, and file client documents Maintain accurate client records and electronic files Assist with general office duties and administrative projects Communicate with clients regarding missing information and documents Maintain confidentiality of sensitive client and financial information Qualifications Previous administrative, office, accounting, or tax-office experience preferred Strong organizational and time-management skills Excellent attention to detail Professional and friendly communication skills Comfortable working with computers, email, Microsoft Office, and electronic filing systems Ability to handle confidential information with discretion Ability to work independently while also being a team player Reliable, punctual, and willing to learn Prior tax preparation or tax-office experience is a plus, but not required What We're Looking For We are looking for someone who takes pride in doing things accurately and thoroughly . The right person will be comfortable interacting with clients, managing multiple tasks, and staying organized when the office gets busy. Experience in a tax office is helpful, but attitude, reliability, attention to detail, and willingness to learn are just as important. Additional Benefits Employee contribution to
SIMPLE IRA
with employer match after 90 days Health Reimbursement Plan for premiums and out of pocket costs after 90 days
Pay:
$21.00 - $24.00 per hour Expected hours: 40.0 per week
Benefits:
Employee discount Paid time off
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Dental Insurance
  • Other Retirement and Savings
  • Discounts/Reimbursements