Seasonal Tax Office Admin Assistant

Monotelo Advisors; Gillespie (IL); On-site; USD 21,000 - 25,000; Part time

Benefits offered by this job

401(k)

401(k) matching

Competitive salary

Paid time off

Overtime opportunity

Job summary

Monotelo Advisors in Gillespie, IL is seeking a seasonal office administrator to support client communications, scheduling, document handling, and basic tax-return tasks. You will interact with clients and team members, maintain organized files, and ensure confidentiality of sensitive information.

Responsibilities include answering calls, managing calendars, assisting with tax document drop-offs/pickups, and learning the basics of tax processing.

Qualifications

• Minimum of a High School Diploma.
• Must be able to multitask, stay organized, and communicate professionally with clients and team members.
• Must demonstrate respect for client privacy and adhere to confidentiality protocols.
• Must pass a background check.
• Minimum 2 years of office experience, including answering phone calls and direct client interaction.
• Basic understanding of business operations.
• Proficiency in Microsoft Word, Excel, Outlook, Zoom.
• Bonus: Experience with QuickBooks, tax software, or familiarity with the tax industry.
• Comfortable using office technology (scanners, printers, copiers).
• Must have reliable transportation.

Responsibilities

• Handle phone calls, emails, and other basic office communications.
• Maintain a clean and organized workspace, ensuring sensitive documents are secured daily.
• Answer and manage phone calls for both Gillespie and Carlinville offices.
• Schedule client appointments and manage the calendar.
• Facilitate client appointments related to tax return preparation, document drop-offs, and pick-ups.
• Learn the basics of tax return processing.
• Support small business services during downtime to aid in tax preparation.
• Train to manage client interactions, primarily with small business clients.
• Organize and process incoming/outgoing client documents.
• Ensure all documentation is scanned and uploaded into client software.
• Assist with bookkeeping, payroll, and sales tax services.
• Occasional travel to the Carlinville Office to work or check the mailbox.

Skills

Multitasking

Organization

Communication

Privacy awareness

Education

High School Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Zoom

Job description

Monotelo Advisors in Gillespie, IL is seeking a seasonal office administrator to support client communications, scheduling, document handling, and basic tax-return tasks. You will interact with clients and team members, maintain organized files, and ensure confidentiality of sensitive information.

Responsibilities include answering calls, managing calendars, assisting with tax document drop-offs/pickups, and learning the basics of tax processing.