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Administrative Assistant

LIC Tax & Accounting Services
New York, NY, US
Full-time

Company Description

LIC Tax is a family-owned tax and accounting firm that works with various industries and specializes in helping business owners reach financial freedom.

Our mission is to save business owners time and money by automating their accounting system so they can profit more with less work.

Role Description

This is a full-time on-site role located in Long Island City, Queens, NY we are looking for a Tax Admin Wizard

with experience working with a tax and accounting office to help us with our firm's administrative responsibilities. Our ideal candidate has the heart of a teacher and is open to learning different parts of the business.

The position has the potential for growth.

The Tax Admin Wizard will provide support to the team and perform clerical tasks, such as answering phone calls, managing schedules, and conducting data entry. The

Tax Admin Wizard

will also assist with customer service and ensure the smooth running of daily operations.

Key Responsibilities

Manage phone calls and daily correspondence (email, mail, letters, etc.)

Schedule appointments for Senior Accountant

Maintain and file accounting records and other related documents

Manage payroll processing for clients using Gusto and ADP

Assist with Business and Individual Tax Preparation

Send client documents to be signed and ensure they are filed in the client's folder

Assist our clients and staff with the onboarding process

Appropriately communicates difficult situations encountered on engagements to supervisor.

Performs thorough self-review of all work before submission to supervisor

Proactively demonstrates a willingness to learn and attain remarkable knowledge continually; looks to build a technical skill base

Grasps concepts quickly and demonstrates knowledge of essential technical skills, as well as related knowledge of necessary systems and procedures

Makes well-thought-out decisions and considers all facts before making conclusions

Asks appropriate questions and requests supervision when in need of assistance

Responds timely and accurately to internal team and client requests

Qualifications

2+ years in relevant administrative position (Tax office experience is preferred but not required)

  • Excellent Phone Etiquette and Communication skills
  • Ability to manage multiple tasks and prioritize work effectively
  • Attention to detail and High level of accuracy
  • Proficient in Microsoft Office and familiar with office equipment such as printers and copiers
  • Associate's or Bachelor's degree in Accounting or related field is preferred.

Requirements

Strong experience with Calendly, Zoom, Zapier, CRM, Tax Dome, Tax Software

Intermediate to Advanced level in Excel

Superior organization skills and dedication to completing projects under deadline.

Detail-oriented and comfortable working independently & with a team

Fluent in English and Spanish

1 day ago
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