Tax Administrative Assistant

CBIZPhiladelphia, PA
Hybrid

About The Position

This role involves preparing various documents such as invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets, and presentations. The position requires reading and analyzing incoming documents to determine significance and plan distribution. It also includes performing project work, filing and retrieving documents, records, and reports, greeting visitors, and managing access. General office duties like ordering supplies, maintaining records, and basic bookkeeping are also part of the responsibilities. Additionally, the role involves preparing agendas, making arrangements for business meetings, and assisting executives with travel arrangements. Additional responsibilities may be assigned.

Requirements

  • High school diploma or GED
  • 2 years experience in office environment and preferably performing as an administrative assistant
  • Must have knowledge of administrative procedures
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Nice To Haves

  • Bachelor's degree

Responsibilities

  • Prepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets and presentations
  • Read and analyze incoming memos, submissions, mail and reports to determine significance; plan distribution
  • Perform project work
  • File and retrieve documents, records, and reports
  • Greet visitors and assess access to specific individuals
  • Perform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work
  • Prepare agendas and make arrangements for business meetings
  • Make travel arrangements for executives as requested
  • Additional responsibilities as assigned
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