Job Information
Robert Half Administrative Assistant in Hunt Valley, Maryland
Description
Are you an organized, detail-oriented professional who thrives in a fast-paced environment? Our client, a well-established and highly respected CPA firm, is looking for an experienced Administrative Assistant to play a key role during the exciting and bustling tax season! In this position, you’ll be at the heart of the action, ensuring smooth operations, supporting the team, and providing exceptional service to clients.
As the Administrative Assistant, you’ll make an immediate impact by streamlining office workflows, handling critical tax season documentation, and helping to deliver outstanding client experiences. Whether it’s coordinating schedules, organizing client files, or assisting with tax reports, your contributions will be essential in helping the firm navigate the busiest time of the year.
Administrative Support for Senior Staff: Assist with tax season workflows by handling administrative requests from senior tax professionals, ensuring all tasks are prioritized and completed efficiently.
Scheduling and Coordination: Manage appointment scheduling for client consultations, tax preparation meetings, and internal team coordination, optimizing time and resources during the busy tax season.
Client Communication: Provide exceptional service to clients, responding to inquiries via phone and email regarding tax preparation processes, documentation requirements, and scheduling.
Document Preparation and Management: Prepare, assemble, and review tax documentation packets for clients, ensuring all forms are complete and accurate before submission. Organize and maintain electronic and physical files for quick retrieval.
Tax Season Reporting Support: Assist with the preparation and distribution of regularly scheduled tax-related reports, including tracking client progress and deadlines.
Tax Document Filing and Organization: Scan, print, and file critical client documents, including tax returns, financial statements, and other sensitive materials, adhering to firm policies and confidentiality agreements.
Client Meeting Coordination: Arrange logistics for client meetings, including confirming times, preparing materials, and ensuring clients have all necessary documentation for their appointments.
Compliance and Industry Regulations: Stay informed on IRS and tax-related regulations, ensuring the firm’s processes and client documentation are in compliance with current tax laws.
Data Entry and Account Management: Assist in managing client accounts, entering relevant data into tax preparation software and databases, and ensuring accuracy for all filings and reports.
Support for Tax Professionals: Provide ongoing administrative support to tax preparers, auditors, and other staff, including task coordination, filing, and any additional duties as assigned.
Requirements
Prior experience as an Administrative Assistant in a CPA or accounting firm is preferred.
Solid understanding of tax season operations and familiarity with industry-specific software such as UltraTax, ProSystem fx, or similar.
Strong organizational, time management, and scheduling skills, with the ability to manage multiple tasks under tight deadlines.
Exceptional customer service skills with the ability to communicate professionally and effectively with clients.
Proficiency in MS Office Suite (Excel, Word, Outlook) and the ability to learn new software quickly.
High attention to detail and accuracy, especially when handling sensitive financial information.
Ability to handle confidential information with discretion.
Ability to work effectively both independently and as part of a team in a fast-paced, deadline-driven environment.
TalentMatch®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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