Administrative/Tax Specialist

Job Overview
We are seeking a dynamic and detail-oriented Administrative/Tax Specialist to join our team! This role is essential in ensuring smooth office operations, accurate financial record-keeping, and efficient handling of tax-related tasks. As an integral part of our organization, you will leverage your administrative expertise and tax knowledge to support our business functions, enhance organizational efficiency, and deliver exceptional customer service. If you possess strong organizational skills and are eager to contribute to a collaborative team, this opportunity is perfect for you!

Responsibilities

• Manage front desk duties, including greeting visitors, answering multi-line phone systems, and directing calls with professional phone etiquette
• Oversee office management tasks such as filing, data entry, calendar management, and maintaining office supplies
• Utilize QuickBooks for bookkeeping tasks including invoicing, expense tracking, and financial record reconciliation
• Provide exceptional customer support by addressing inquiries promptly and courteously via phone or email
• Assist with tax preparation activities by organizing documents, verifying data accuracy, and supporting tax filing processes
• Maintain accurate records through proofreading documents and ensuring proper filing systems are in place
• Support personal assistant duties such as scheduling appointments, managing calendars, and coordinating meetings

Qualifications

• Proven office experience with strong clerical skills and familiarity with office management procedures
• Proficiency in ProConnect, QuickBooks, Microsoft Office (Word, Excel, Outlook), Google Workspace (Gmail, Drive), and advanced computer literacy preferred
• Excellent organizational skills with the ability to prioritize tasks effectively and manage time efficiently
• Bilingual abilities are a plus to assist diverse client needs
• Experience with bookkeeping, data entry, proofing documents, AI, social media, marketing preferred
• Strong phone etiquette skills along with experience handling multi-line phone systems and customer service interactions
• Personal assistant or administrative experience supporting calendar management and scheduling is a plus
• Demonstrated ability to work independently while collaborating within a team environment

Join us in a role that combines administrative excellence with vital tax support functions! We’re committed to fostering a positive workplace where your skills contribute directly to our success. This paid position offers an engaging environment where your organizational talents will shine while helping us deliver outstanding service.

Pay: From $25.00 per hour

Experience:

• administrative or tax: 1 year (Preferred)

License/Certification:

• PTIN (Preferred)

Work Location: Hybrid remote in Woodinville, WA 98072