Description We are in search of an Administrative Assistant to join our team in Kokomo, Indiana. The selected candidate will be primarily responsible for managing client tax preparation workflows, handling various administrative tasks, and maintaining strong client relationships. This role is within the industry and provides a short term contract employment opportunity.
Responsibilities:
Facilitate the client onboarding process by assisting with intake forms
Oversee the scheduling of meetings for tax preparers
Ensure the timely and accurate printing of tax returns for client signatures
Prioritize tasks effectively to meet tax filing deadlines, especially during the peak tax season
Foster and sustain strong client relationships through clear and timely communication via phone calls, emails, and slack messages
Handle inbound and outbound calls, providing excellent customer service
Perform data entry tasks and manage email correspondence effectively
Utilize Microsoft Excel, Outlook, PowerPoint, and Word to perform various administrative tasks
Schedule appointments as required
Maintain an organized work environment and manage multiple priorities effectively. Requirements - Proficiency in answering inbound calls, ensuring detail-oriented and effective communication
Demonstrated experience in customer service, with a strong focus on customer satisfaction and relationship building
Skilled in fast and accurate data entry, with an eye for detail and data integrity
Experience in managing email correspondence, ensuring timely responses and effective communication
Ability to handle both inbound and outbound calls efficiently, maintaining a detail-oriented and positive demeanor
Expertise in Microsoft Excel, including data manipulation, analysis, and visualization
Proficiency in Microsoft Outlook, with the ability to manage emails, calendars, and contacts effectively
Experience in creating and editing presentations in Microsoft PowerPoint
Proficiency in Microsoft Word, with strong skills in document creation, editing, and formatting
Ability to schedule appointments accurately and efficiently, ensuring no conflicts and optimal time management TalentMatch®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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