About the position Responsibilities • Process tax returns. • Reception and telephone duties, including initial contact with the public and directing incoming calls. • Handle mail duties. • Assist all staff members by producing letters, mailings, and client financial information while adhering to the code of ethics. Requirements • Minimum of at least 2 years' related experience. • Possess excellent phone, MS Word, and Adobe skills. • Ability to write clearly, read and interpret written information, present ideas effectively, and document activities. • Ability to work with individuals with various needs while adhering to the firm's policies and procedures. • Must possess excellent written and oral communication skills. • Able to work some evenings and Saturdays during March and April. Nice-to-haves • Microsoft Office: 2 years (Preferred) • Administrative: 2 years (Preferred) Benefits • Family Friendly Culture • Competitive Salary • Flexible Work Schedules • Summer Fridays • Health Insurance • 401(k) • 401(k) matching • Dental insurance • Employee assistance program • Flexible schedule • Flexible spending account • Health savings account • Life insurance • Paid time off • Referral program • Retirement plan • Vision insurance Apply tot his job