Admin Asst II - Contractor

Additional Job Responsibilities
12/10 - Job will go on hold for shortlisting 12/15 2:30 PM EST. 2 submittals per vendorJob: 23119 Position Title: Admin Asst II Contractor (2) Reason for open position: New Needs for workload increase during tax season Position Location: Contractor must be in Pacific Standard Time - Fully remote Ability to work remote: Yes, fully remote Acceptable time zone(s): PST ONLY Days of the week: M-F 40 hours Working Hours: M-F 8-5 PST, Flexibility available OT: Possible, but minimal if needed Travel: No Target Start Date: 01/07/2026 Intended length of Assignment: 05/29/2026 Potential for Contract Extension: Not likely **Contract only **  Function of the Group: Manager is an accounting manager, and the team performs a lot of back-office operation type items on a normal day-to-day basis, such as new account opening, Pinnacle operation, work in Edge at PNC. We do KYC, pull bank information. Initiatives/Projects: Tax season administrative help Industry background: Financial, Banking, Accounting, Tax Support Experience a big plus Team Dynamic: 2 FTE Tax Analysts, Hiring Manager, will be hiring a total of 3 contractors Roles and Responsibilities: This contractor will be coming in to help with tax season volume. The team has an inbox where external accounting firms located throughout the United States are submitting annual tax return and financial statements to them. They submit the drafts; we process those emails and save all the documents to our network by giving them appropriate file names. From there, we post and log them into a database and put them into an upload folder and then post them to a portal so our other accounting firms can be able to pull what the  need.

Contractor will be assisting with the above process
Managing mailbox
Processing documents and saving them to the database network with appropriate file names
Posting to the SharePoint site
Processing approvals and updating the database
High Volume, highly detailed work, e-mail heavy
Review approved tax returns, communicating to accounting firm they can file tax returns
Requesting copies of tax returns
Tracking, logging, portal management
Will follow deadlines and coordinate with accounting firms on any updates, delays, request documents or timelines for completion.
Contractor does not need to be a tax expert
There will be a week of training to get them up to speed

Must Have Technical Skills:
Microsoft Excel
Microsoft Outlook
Microsoft Word
Data/Database Work Entry Experience

Flex Skills/Nice to Have:
Adobe
Microsoft Office Suite

Soft Skills:
Self-Driven
Highly Organized
Detail Oriented
Communicates Effectively Written & Verbal

Education/Certifications:
Will look at experience in lieu of education

Screening Questions:
N/A

Role Differentiator:
Team culture, very supportive, flexibility

Interview Process:
1 round interview with hiring manager (& possibly hiring managers manager) approximately 30-45 minutes

Stack Ranking (Most Important to Least Important): 1. Skills 2. Location 3. Bill Rate 4. Former ----------

Job Description: Summary: Provide high-level administrative support by conducting research, handling information requests and performing clerical functions.

Job Responsibilities:
Perform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work.
Prepare invoices, reports, memos, letters, financial statements, and other documents.
File and retrieve corporate documents, records, and reports.
Open, sort and distribute incoming correspondence, including faxes and emails.
Prepare responses to correspondence containing routing inquiries.
Perform other duties as assigned

Skills and Competencies:
Verbal and written communication skills.
Multi-tasking.
Customer service skills.
Interpersonal skills.
Ability to work independently and manage ones time.
Ability to keep information organized and confidential.
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint .

Education/Experience:
High School Diploma or equivalent required.
2 - 4 years experience required.

Market A: AK, CA, CT, DC, MA, NJ, NY,
Market B: CO, HI, IL, MD, MI, MN, NH, RI, TX, WA,
Market C: AL, AZ, DE, FL, GA, IA, ID, IN, KS, KY, LA, ME, MO, NC, NE, NM, NV, OH, OK, OR, PA, SC, TN, UT, VA, VT, WI
Market D: AR, MS, MT, ND, SD, WV, WY

JOB DESCRIPTION
Performs diverse, tactical, and confidential administrative support functions. Provides administrative support by using supplied office equipment and/or software. Preparing routine letters and memoranda for the supervisor\'s review; scheduling appointments; coordinating meetings and travel arrangements. Prepares required/requested reports by gathering and summarizing data using office equipment and software to manipulate the data, producing graphics and spreadsheets, as required. Contributes to the efficiency of the area by organizing and expediting the flow of work to appropriate staff members. Provides support by screening and routing mail, visitors, and telephone calls. Maintains inventory for the area by monitoring supplies and anticipating needs; taking/placing orders and verifying receipt and coordinating maintenance of office equipment. Contributes to the efficiency of the operation by performing other related duties as assigned. Skills: Organizing Presentation Development Researching Prioritization Calendar Management Customer Needs Office Administration Experience: 2 - 4 years experience required.