Administrative Assistant - Freemont Yardley Search

Wealth management firm seeks polished Administrative Assistant, Tax Administration to support the efficient and accurate processing of tax returns. This position requires a highly organized and detail-oriented individual with excellent communication and interpersonal skills. The Tax Administrator will be responsible for managing client files, communicating with clients, processing tax returns, and providing general office support.

Key Responsibilities

• File Organization & Maintenance
• Data Entry & Verification
• Client Agreements
• Tax Return Delivery
• Client Communication
• Tax Return Filing
• Post-Filing Support
• General Office Duties
• Administrative Support

Qualifications

• 1-2 years of experience in an administrative or office support role preferred.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software.
• Experience with tax preparation software (e.g., Tax Caddy, Onvio, Ultratax) and Salesforce is a plus.
• High School Diploma or equivalent required; Associate's degree in Accounting, Business Administration, or a related field preferred.
• Excellent organizational and time management skills with the ability to prioritize tasks and meet deadlines.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Strong work ethic and a positive, professional attitude.