Seasonal Administrative Assistant
Description
SEK CPAs & Advisors is seeking a detail-oriented and dependable Seasonal Administrative Assistant to support our Hanover office during tax season. This position plays an important role in helping our client service teams process tax documents and returns accurately, efficiently, and confidentially during the firm's busiest time of year.
The ideal candidate is organized, comfortable working with technology, and able to manage detailed assignments in a fast-paced professional environment. This role will primarily focus on scanning client documents, supporting electronic document workflows, assembling tax returns and client deliverables, and assisting with other tax processing responsibilities.
This seasonal position will generally operate from January through April. The anticipated schedule is approximately 25 to 35 hours per week from January through April. Availability to work Saturday mornings from February through April is required. The exact schedule will be based on workload and client deadlines.
Job Responsibilities
- Scan, organize, and process client tax documents using the firm's document management systems.
- Accurately identify, label, and route electronic documents to support tax preparation workflows.
- Assemble tax returns and other client deliverables for paper and electronic distribution.
- Assist with processing completed tax returns alongside members of the administrative team.
- Prepare and distribute tax organizers, client correspondence, and other tax-related materials.
- Collect, process, and organize documents submitted by clients.
- Assist clients with the drop-off and pick-up of tax documents and completed returns.
- Maintain physical and electronic client files, including organizing, archiving, and purging records.
- Sort and distribute incoming mail and prepare outgoing mail, packages, and certified correspondence.
- Provide front-desk and telephone coverage when needed.
- Follow firm procedures related to confidentiality, information security, and client privacy.
- Assist with special projects and other seasonal administrative responsibilities as assigned.