Administrative Assistant

$34,008 - $34,008/Yr

Castelan Tax Services - Trumbull, CT

Full-time - Entry Level

Trumbull, CT

About the position

The Administrative Assistant at Castelan Tax Services plays a crucial role in supporting the firm's operations by providing administrative assistance to the Founder and the accounting team. This position is designed for a proactive individual who can manage multiple tasks efficiently in a structured environment, ensuring smooth communication and organization within the firm.

Responsibilities

• Provide administrative support to the Founder and the team of accounting professionals.
• Manage scheduling, including setting up meetings and coordinating client appointments.
• Handle incoming calls and correspondence, ensuring effective communication within and outside the firm.
• Maintain and organize digital files for optimal efficiency.
• Assist in preparing documents and presentations for client meetings, including content creation for the website and social media platforms.
• Follow up on action items from meetings to ensure timely completion.
• Perform data entry and basic bookkeeping tasks.

Requirements

• Proven experience in an administrative role, preferably within a tax firm or similar financial environment.
• Strong organizational skills and the ability to prioritize multiple tasks seamlessly.
• Excellent interpersonal and communication skills, demonstrating professionalism and courtesy.
• High level of proficiency with office software (e.g., Google Suite, especially Sheets and Slides; Canva).
• Attention to detail and problem-solving skills are critical.
• Must be proactive in asking questions and clarifying instructions to ensure clarity and efficiency in task completion.
• A calm demeanor, especially under pressure, maintaining focus and efficiency.

Nice-to-haves

• Experience with tax software or CRM systems is a plus (e.g., TaxSlayer | OLT Pro, Taxdome).
• Ability to handle confidential information with discretion.
• Energetic and eager to tackle new projects and ideas.
• Dual Language: English & Spanish.

Benefits

• Opportunities for professional development and career advancement.
• A supportive and collaborative team environment.