Job Description:

We are currently seeking an Office Administrator with a focus on accounting and tax services to join our team. The ideal candidate will be the first point of contact for our clients, providing them with a warm welcome and expert assistance. You will handle administrative duties, respond to basic tax inquiries, manage phone calls, and ensure our office operates smoothly and efficiently.

Key Responsibilities:

• Assist clients with basic accounting and tax questions, directing them to the appropriate professional for complex issues.
• Take ownership of the clients’ initial experience, directing them to the appropriate staff and services within the office.
• Prepare engagement letters outlining the scope of services, fees, and terms of agreement based on discussions with new clients and in accordance with company policies.
• Prepare and send client welcome packages and onboarding materials.
• Oversee the onboarding of new clients, ensuring a smooth transition by collecting necessary information, completing initial documentation, and connecting them with the most suitable account manager based on their specific needs.
• Ensure confidentiality and privacy of client information as per company policy and regulatory standards.

Qualifications:

• Proven experience in an administrative role, preferably within a financial, tax, or accounting firm.
• Knowledge of basic tax forms and terminology.
• Excellent interpersonal and customer service skills.
• Strong verbal and written communication abilities.
• Bilingual in Spanish is a plus.
• Ability to multitask and prioritize duties in a fast-paced environment.
• Bachelor’s Degree in Communications, Accounting or related field.

Additional Skills:

• Detail-oriented with strong organizational skills.
• A welcoming and patient demeanor with the ability to put clients at ease.
• Initiative and the ability to work independently as well as part of a team.