Tax Office Administrative Assistant

  • Pacific Financial Navigators LLC
  • Ala Moana Pacific Center, Kapiolani Boulevard, Honolulu, HI, USA
  • Sep 14, 2022
Full time Admin-Clerical Finance General Business Information Technology

Job Description

  • Scanning/organizing client provided documents
  • Printing completed tax returns in paper and PDF formats
  • Checking output on prepared tax returns for accuracy
  • Communicate with clients regarding forms/information needed to complete their tax returns
  • Assist clients with the utilization of our secure portal
  • Answer phone calls, set appointments
  • Process incoming and outgoing mail
  • Assist with other administrative tasks as needed

Personality traits: We are looking for a knowledgeable, energetic, detail oriented team member. Good communication skills and resiliency are important to this role. Eager to take initiative with good problem solving and critical thinking skills.