#LI-AG1 #LI-Onsite

Essential Functions and Primary Duties

• Preparation of engagement letters and contracts, setting up new client information in our systems
• Collect and enter/download data from clients and review for accuracy
• File and retrieve documents, records, and reports
• Prepares engagement letters and other correspondence with clients
• Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns
• Operates accounting and/or tax software to record, store and analyze data
• Additional responsibilities and project work as assigned

Preferred Qualifications

• Associates Degree

Minimum Qualifications 

• High school diploma or GED 
• 2 years experience in office environment and preferably performing as an administrative assistant
• Must have knowledge of administrative procedures
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally