Client-Onboarding & Documents Admin at Tax Firm

Doeren Mayhew; Florida; On-site; USD 40,000 - 60,000; Full time

Job summary

Doeren Mayhew is seeking a full-time Administrative Assistant to join our Coral Gables, FL office. You will provide high level client service and administrative support, handling onboarding/offboarding, document filing, and client set-up in STAR and tax software.

Ideal candidates have 5+ years of administrative experience, excellent time management, and strong organizational skills. Proficiency in Word, PowerPoint, Excel, Outlook and Adobe is required. Monday–Friday, 8am–5pm in-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

• Onboard and offboard clients, ensuring seamless transitions.
• Set up clients and jobs in STAR and tax-prep software.
• Notify team members when onboarding is complete.
• Handle business formations, state registrations, and entity updates.
• Prepare IRS forms SS-4/EIN, Forms 2553 and 8832.
• Update or deactivate client accounts and jobs in STAR.
• Review daily SmartVault notifications and file documents.
• Organize tax documents and manage client portal access.
• Maintain tracking spreadsheets and assist with document requests.
• Provide high level client service and administrative support.

Skills

5+ years administrative experience

Organization skills

Communication skills

Time management

Multi-tasking

Attention to detail

Problem-solving

Independent work

Team collaboration

Basic accounting knowledge

Education

High School diploma or GED

Tools

Word

PowerPoint

Excel

Outlook

Adobe

Job description

Doeren Mayhew is seeking a full-time Administrative Assistant to join our Coral Gables, FL office. You will provide high level client service and administrative support, handling onboarding/offboarding, document filing, and client set-up in STAR and tax software.

Ideal candidates have 5+ years of administrative experience, excellent time management, and strong organizational skills. Proficiency in Word, PowerPoint, Excel, Outlook and Adobe is required. Monday–Friday, 8am–5pm in-office.