We seek to add a motivated and positive individual to our Administrative team to fill the role of Tax Return Processor / Administrative Assistant. This position will require strong people-skills as well as communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects in a fast-paced environment with a high level of focus on quality and accuracy in all work products. Some of the major responsibilities include, but are not limited to:
Process electronic or paper copies of client income tax forms utilizing established Firm procedures and processes. This may include binding, assembly and scanning of documents.
Produce, format, and edit letters, reports, and other documents in Microsoft Office.
Answer phones and greet client in a professional manner
Set appointments, calls, meetings and manage shared calendars
Scan and manage a large volume of client source documents.
Utilize tracking systems to ensure all time and materials are recorded, project work and type are tracked, and project instructions and client interactions are fully documented.
\nCompany Description
Boylston Hoffman, LLC provides quality, personalized accounting and financial guidance to individuals, partnerships, corporations, estates, and trusts. Our focus is primarily in the area of tax advisory and compliance services. We also provide business consulting services in a number of different areas.
While the majority of our clients are located in the greater Philadelphia area, we provide service to clients across the United States and in a number of foreign countries. Our commitment to excellence and technology allows for each client to receive the same exceptional quality of service.
Company Description
Boylston Hoffman, LLC provides quality, personalized accounting and financial guidance to individuals, partnerships, corporations, estates, and trusts. Our focus is primarily in the area of tax advisory and compliance services. We also provide business consulting services in a number of different areas.\r\n\r\nWhile the majority of our clients are located in the greater Philadelphia area, we provide service to clients across the United States and in a number of foreign countries. Our commitment to excellence and technology allows for each client to receive the same exceptional quality of service.
Numbers & Facts
Location
West Chester, PA
Skills
Accountingunmatched
Administrative Skillsunmatched
Business Servicesunmatched
Calendar Managementunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Establish Prioritiesunmatched
Income Taxunmatched
Multitaskingunmatched
Procedure Developmentunmatched
Project Trackingunmatched
QoS (Quality of Service)unmatched
Tax Returnsunmatched
Telephone Skillsunmatched
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