Bilingual Administrative Specialist – Tax Dept (On-Site)

Driven Advisors; Guaynabo (PR); On-site; USD 24,000 - 36,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Referral program

Retirement plan

Tuition reimbursement

Vision insurance

Job summary

Driven Advisors in Guaynabo, Puerto Rico, seeks an Administrative Assistant to provide high-level administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing engagement letters, receiving visitors, preparing returns for filing, handling correspondence and telephone calls from clients.

The role requires an Associate or Bachelor degree in Office Administration and a minimum of three years of related experience.

Qualifications

• Requires an Associate or Bachelor degree in Office Administration.
• Minimum three years of related experience.
• Proficient in English and Spanish communication.

Responsibilities

• Answer telephones and transfer to appropriate staff member.
• Perform general clerical duties including photocopying, scanning, faxing, mailing, and filing.
• Create and modify documents related to the tax department such as engagement letters, proposals, and presentations, among others.
• Maintain copies of governmental agencies forms available.
• Receive and distribute internal mailing. Prepare and coordinate external mailing.
• Monitor and provide support to assure that tax documents are delivered on time to the corresponding agencies and are correctly filed with all required documentation.
• Prepare reports as needed.
• Verify and send updated information to the Department of Tax Form Preparation Program (federal, state and local).
• Provide support to other department's and administration areas, as necessary.
• Provide operational support to the Tax Department.
• Other duties as assigned.

Skills

English fluency

Spanish fluency

Multitasking

Interpersonal skills

Education

Associate or Bachelor degree in Office Administration

Job description

Driven Advisors in Guaynabo, Puerto Rico, seeks an Administrative Assistant to provide high-level administrative support by preparing statistical reports, handling information requests, and performing clerical functions such as preparing engagement letters, receiving visitors, preparing returns for filing, handling correspondence and telephone calls from clients.

The role requires an Associate or Bachelor degree in Office Administration and a minimum of three years of related experience.