Administrative Assistant: Client Onboarding & Docs

Doeren hew; Coral Gables, Northern (FL, KY); Híbrido; USD 40.000 - 50.000; Jornada completa

Descripción de la vacante

Doeren Mayhew in Coral Gables, FL is seeking a full-time Administrative Assistant to provide high level client service and administrative support in a busy tax and advisory environment.

You will manage onboarding/offboarding, document filing, and coordination with teams using STAR and tax-prep software, ensuring accurate forms and timely communications with clients. The role requires strong organization, attention to detail, and ability to multitask in a collaborative office.

Formación

• High School diploma or GED required.
• 5+ years of administrative or clerical experience required.
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe.
• Excellent time management, multi-tasking, and prioritization skills.
• Strong organization and communication skills; ability to work independently and in a team.

Responsabilidades

• Client onboarding and offboarding administration.
• Set up clients and jobs in STAR and tax-preparation software.
• Notify team members when onboarding is complete.
• Handle new business formations and state registrations.
• Prepare and submit IRS forms SS-4/EIN, 2553, and 8832.
• Obtain signatures and submit forms to the IRS.
• Update or deactivate accounts and jobs in STAR.
• Review daily SmartVault notifications and organize tax documents.
• File physical documents and update tracking spreadsheets.
• Provide prior-year tax returns and supporting documents.

Conocimientos

Time management

Organization

Communication skills

Attention to detail

Teamwork

Educación

High School diploma or GED

Herramientas

Microsoft Office

Adobe

Descripción del empleo

Doeren Mayhew in Coral Gables, FL is seeking a full-time Administrative Assistant to provide high level client service and administrative support in a busy tax and advisory environment.

You will manage onboarding/offboarding, document filing, and coordination with teams using STAR and tax-prep software, ensuring accurate forms and timely communications with clients. The role requires strong organization, attention to detail, and ability to multitask in a collaborative office.