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Administrative
Office / Administrative Assistant
Santa Fe, TX

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Overmire Consulting Group

Administrative Assistant Tax Return Processing

Job Description

Administrative Assistant - Tax Return Processing Overmire Consulting Group Santa Fe, TX Job Details Full-time $22 - $26 an hour 8 hours ago Benefits Health insurance Dental insurance Paid time off Qualifications Customer communication Filing Scanning Administrative experience Calendar management Organizational skills Full Job Description Overmire Consulting Group, LLC is a consulting and tax preparation firm located in Santa Fe, Texas. Our team consists of 10 in-office employees and seven remote employees. We are seeking a professional, dependable, and detail-oriented Administrative Assistant to provide client service and administrative support to our tax preparation team. This position is responsible for answering incoming calls, assisting clients, processing tax returns, and maintaining accurate and confidential client records. Primary Responsibilities
  • Answer incoming telephone calls and direct clients to the appropriate team member.
  • Greet clients and receive tax documents and other information.
  • Scan, organize, and maintain electronic client records.
  • Assemble, process, and deliver completed tax returns.
  • Track electronic filing authorizations, signatures, and outstanding client information.
  • Communicate with clients regarding missing documents and administrative matters.
  • Assist with email correspondence, scheduling, mailing, and general office duties.
  • Coordinate with both in-office and remote team members.
  • Maintain the confidentiality of all client, financial, and tax information. Qualifications
  • Previous administrative, receptionist, or professional office experience.
  • Strong verbal and written communication skills.
  • Professional and courteous telephone manner.
  • Excellent organizational skills and attention to detail.
  • Proficiency with Microsoft Outlook, Word, and Excel.
  • Comfortable using scanners, email, and electronic document-management systems.
  • Ability to prioritize assignments, manage multiple responsibilities, and meet deadlines.
  • Dependable attendance and willingness to learn new systems and procedures.
Experience in a tax preparation, bookkeeping, or professional services office is preferred but not required.
Position:
Full-time, in-office
Office Hours:
Monday through Friday, 8:30 a.m. to 4:30 p.m.
Compensation:
$22-$26 per hour, based on experience
Health Insurance:
Employee medical and dental coverage paid by the employer
Paid Time Off:
Commensurate with Experience Qualified applicants should submit a résumé and a brief description of their relevant experience. Overmire Consulting Group, LLC is an equal opportunity employer.
Pay:
$22.00 - $26.00 per hour
Benefits:
Dental insurance Health insurance Paid time off
Work Location:
In person