Administrative Assistant

Springline Advisory•Overland Park, KS

9d•Onsite

About The Position

The Administrative Assistant supports all activities of the firm's Insurance Tax practice and performs various administrative functions during the course of their job duties. At Springline Advisory, we’re building a firm where growth and culture go hand in hand. We partner with entrepreneurial accounting and advisory firms across the country to create something bigger together, while staying grounded in the relationships, values, and local cultures that matter most. Our teams have the opportunity to do meaningful work, collaborate across markets and specialties, and help shape the future of a fast-growing organization. Backed by Trinity Hunt Partners and recognized as one of Accounting Today’s fastest-growing firms, we’re creating a place where ambitious people can build rewarding, long-term careers.

Requirements

Associate degree preferred; HS diploma/GED with equivalent experience accepted
1–2+ years administrative or executive support experience
Proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint)
Strong attention to detail, organization, and follow–through
Experience supporting multiple leaders
Reliable transportation and valid driver’s license
Able to prioritize multiple deadlines
Clear, professional communication (written and verbal)
Comfortable working with diverse personalities
Strong grammar, spelling, and self–review skills
Maintains confidentiality and professionalism
Dependable, adaptable, and eager to learn

Responsibilities

Review tax return processing for accuracy and completeness
Prepare, assemble, and mail finalized tax returns
Maintain and update multiple Excel tracking spreadsheets
Communicate with underwriters and banks via email and phone to collect payments and request statements
Monitor the department email inbox and update contact information as needed
Use the department database and learn to make updates, entries, and changes as required
Produce, edit, and distribute documents using Word, Excel, and database tools
Prepare presentations for client and firm needs
Handle mail, faxes, and courier items
Maintain the firm’s electronic filing system
Provide backup support for errands and front desk phone coverage
Identify opportunities to improve administrative support within the department
Monitor departmental trends and update administrative practices accordingly
Ensure administrative policies and procedures are documented, updated, and followed
Partner with department staff to deliver seamless client service
Complete required software and training programs