Client-Focused Operations Assistant

RMW ACCOUNTING; Lock Haven (Clinton County); On-site; USD 35,000 - 52,000; Full time

Job summary

RMW Accounting in Lock Haven, PA is seeking an organized Administrative Assistant to support our tax and client service teams across multiple tasks and clients.

You will answer phones, schedule conferences, process payments, prepare memos and invoices, update client databases, and assemble tax documents, all while maintaining accuracy and deadlines. Proficiency with Microsoft Office and a team-first attitude are essential.

Qualifications

• Associate degree or equivalent combination of education and experience in business, or related fields.
• Experience in administrative support work, office practices and administrative procedures.
• Tech savvy with the ability and desire to embrace necessary software applications.
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining a sense of calm and humor.
• Superior organizational, multi-tasking and follow-through skills with strong attention given to details and deadlines.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office.

Responsibilities

• Answer phones and handle all basic inquiries (refunds, location/directions, updating clients’ contact info, documents still needed, etc)
• Set up conference calls and/or appointments for tax accountants.
• Provide clients with tax results (processed and rejections)
• Take and process all types of payments over the phone from clients.
• Transmit returns to IRS and pull E-File acceptances.
• Send vouchers to clients.
• Contact client for any missing information to complete tax returns
• Initial point of all drop box tax returns (Open/Organize/Create folder/Scan /Create Control Sheet and ensure all documents are received for processing/Contact client for any missing documents/upload to client database software once completed)
• Updating client database with incoming completed tax returns and notices
• Assemble completed tax documents for clients.
• Update and maintain Excel lists.
• Assist in outgoing mail- assemble, stamp etc.
• Prepare communications, such as memos, emails, invoices, reports and other correspondence.
• Create and maintain filing systems, both electronic and physical
• Assist with making copies, organizing documents/folders, creating packages/mailings, faxes.

Skills

Administrative support

Deadline-driven

Organizational skills

Verbal & written communication

Education

Associate degree

Tools

Microsoft Office

Job description

RMW Accounting in Lock Haven, PA is seeking an organized Administrative Assistant to support our tax and client service teams across multiple tasks and clients.

You will answer phones, schedule conferences, process payments, prepare memos and invoices, update client databases, and assemble tax documents, all while maintaining accuracy and deadlines. Proficiency with Microsoft Office and a team-first attitude are essential.