Administrative Assistant

Clientax - Vienna, VA

Full-time - Mid Level

Vienna, VA

About the position

ClienTax Inc, a fast-growing tax and accounting firm in Northern Virginia, is seeking a full-time Administrative Assistant. The ideal candidate will have strong interpersonal skills, attention to detail, and the ability to work effectively in a team environment. This role involves various administrative tasks to support the firm's operations and client interactions.

Responsibilities

• Answer phone calls
• Receive and direct visitors
• Collect, copy, organize, scan and process documents
• Maintain meeting calendars and schedule meetings
• Develop & Maintain Filing System
• Prepare engagement letters and send documents to clients via DocuSign for electronic signatures
• Create & send invoices, Collect and process client payments
• Other Administrative Tasks on an as needed basis

Requirements

• Excellent working knowledge of Microsoft Suite (MS Word, Excel, Internet Explorer)
• Experience with Tax Dome (CRM System)
• Experience with Adobe tools helpful

Benefits

• 401(k) plan
• Generous paid time off policy