In this position, you will be asked to perform general office work, answering phones and assisting with the scanning and or assembly of confidential tax return documentation for clients (1040 individual returns and 1041 trust returns). Other administrative tasks may include filing, working with documents in Microsoft Word, Excel and Adobe Acrobat and other duties as needed. During our busy tax season, this position requires you to work 40 hours a week, Monday through Friday. Overtime on Saturdays may be optional.

Tasks and Responsibilities
• Scan confidential tax materials into our filing system
• Answer, screen and transfer inbound phone calls
• Perform general clerical duties including photocopying, faxing and mailing
• Maintain electronic and hard copy filing system
• Retrieve documents from filing system
• Schedule and coordinate meetings and appointments for tax preparers

Education and Experience
• Computer skills and knowledge of Microsoft Office products
• Knowledge of operation of standard office equipment

Key Competencies
• Attention to detail and accuracy
• Ability to prioritize
• Planning and organizational skills
• Good communication skills, both written and verbal
• Client service orientation
• Problem-solving and assessment skills
• Confidentiality
• Ability to work with a team

Job Type: Seasonal

Contact: Jennifer Grealish Banks at jgrealish@mmaadvisors.com or 630-315-9461

To apply for this job email your details to jscroggs@mmaadvisors.com