Administrative Assistant - Client Onboarding & Tax Docs

Doeren hew; Florida; On-site; USD 34,000 - 48,000; Full time

Job summary

Doeren Mayhew CPAs and Advisors in Coral Gables, FL is seeking a full-time Administrative Assistant to provide high-level client service and essential office support.

You will manage client onboarding/offboarding, set up clients in STAR and tax-prep software, handle IRS forms, and organize document filing and third-party requests. The role is Monday–Friday, 8:00am–5:00pm, requiring 5+ years of clerical experience and solid proficiency with Microsoft Office.

Qualifications

• High School diploma or GED required.
• 5+ years of administrative or clerical experience required.
• Ability to work in the office Monday through Friday, 8:00am to 5:00pm.
• Proficiency in Microsoft Office programs including Word, PowerPoint, Excel, Outlook and Adobe.
• Excellent time management skills with the ability to multi-task and prioritize work.
• Strong organization and communication skills.
• Ability to work independently and with a team.
• Strong attention to detail and problem-solving skills.
• Basic accounting and tax knowledge preferred.

Responsibilities

• Client Onboarding and Offboarding: Manage onboarding for new individual and business clients.
• Set up clients and jobs in STAR and tax-preparation software.
• Notify appropriate team members when onboarding is complete.
• Handle new business formations and state registrations.
• Manage name availability, incorporations, reinstatements, annual reports, amendments, dissolutions, and entity updates.
• Prepare and submit IRS Form SS-4/EIN applications.
• Prepare Forms 2553 and 8832.
• Obtain required signatures and submit forms to the IRS.
• Update or deactivate NLC accounts and jobs in STAR.

Skills

Administrative experience

Office software proficiency

Communication skills

Time management

Teamwork

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Doeren Mayhew CPAs and Advisors in Coral Gables, FL is seeking a full-time Administrative Assistant to provide high-level client service and essential office support.

You will manage client onboarding/offboarding, set up clients in STAR and tax-prep software, handle IRS forms, and organize document filing and third-party requests. The role is Monday–Friday, 8:00am–5:00pm, requiring 5+ years of clerical experience and solid proficiency with Microsoft Office.