Office Assistant On-the-job training & mentorship

Job Summary We are seeking a detail-oriented and tech-savvy Office Assistant to join our dynamic accounting team. This role involves scanning, organizing, and uploading documents into a cloud-based software system, while also assisting in assembling tax returns during peak filing season. The ideal candidate will have a strong understanding of computer software, a keen eye for detail, pleasant customer service skills, and the ability to work efficiently in a fast-paced office environment. Key Responsibilities Document Scanning and Organization Scan, categorize, and upload financial documents (such as tax forms, client records, and supporting materials) into the company's cloud-based document management system. Ensure all documents are organized, labeled accurately, and easily accessible. Maintain the integrity and confidentiality of sensitive client data during the scanning and uploading process. Cloud-Based Software Management Utilize cloud-based document management software to organize, retrieve, and archive client documents. Understand and assist clients with client portals and paperless delivery of documents. Tax Return Assembly Assist accountants in assembling tax returns for clients, ensuring all required forms and documentation are present. Help with filing and organizing tax returns for future reference or retrieval. General Office Support Provide administrative support for the accounting team, including data entry, organizing client files, and managing incoming documents. Assist in maintaining an orderly and efficient office environment.

Qualifications Experience:

Customer service background. Previous experience in an office setting, particularly in administrative support, document management, or accounting, is a plus.

Technical Skills:

Proficiency in cloud-based document management software (experience with [specific software, e.g., Adobe, DocuSign, Office Tools, or similar] preferred). Handle a multi-line office phone and calendar, while providing exceptional customer service Strong knowledge of Microsoft Office Suite (Excel, Word, Outlook). Familiarity with basic accounting or tax software is a plus but not required (e.g., QuickBooks, Drake, etc.). Attention to

Detail:

Strong organizational skills and the ability to identify errors or inconsistencies in documents.

Communication Skills:

Clear and professional communication, both written and verbal.

Time Management:

Ability to prioritize and manage multiple tasks efficiently in a fast-paced environment.

Confidentiality:

Strong understanding of the importance of confidentiality and discretion while handling sensitive personal data.

Work Environment:

Full-time position with occasional overtime during peak tax season. Collaborative and supportive team atmosphere.

Compensation:

$17.50 - $20.00 per hour, based on experience. This position offers the opportunity to work in a dynamic office environment, develop administrative skills, and contribute to the smooth operation of the office. If you are a motivated individual with a passion for providing exceptional service while building relationship, we encourage you to apply for this role.

Schedule:

8 hour shift Monday to Friday No weekends Fridays off during the summer

Pay:

$17.50 - $20.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance

Work Location:

In person