Previous experience in an administrative, customer service, receptionist, office support, records management, or related role requiredComfortable working daily with Microsoft Office products including Excel, Word, and OutlookStrong communication and customer service skills when interacting with clients, visitors, and team membersHighly organized with strong attention to detail, accuracy, and confidentialityAbility to manage multiple priorities and meet important deadlines in a fast-paced environmentExperience working with financial, tax, accounting, legal, banking, healthcare, insurance, or other document-intensive environments is a plus Great Perks and Benefits: Some major perks this firm can offer are long-term opportunities post-busy season, a supportive team environment, and opportunities to continue building your professional skill set. Responsibilities include:Support document workflows through scanning, organizing, filing, assembling, and delivering client documents and tax return packagesMaintain accurate client records, update internal systems, and assist with account setup and administrative processesSupport tax workflow activities including e-filings, extensions, project tracking, document collection, and deadline managementAssist clients with document requests, payments, general questions, and other administrative needs by phone, email, and in personProvide administrative support to team members, including occasional front desk coverage and assistance with office operations as needed What experience and skills do I need to be successful?