Tax Office Admin Specialist: Front Desk & Client Support

GBQ Partners; Sylvania (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

GBQ Partners in Toledo seeks an Administrative Specialist to provide a wide range of administrative support in the Toledo Office. The role requires multitasking, prioritizing workloads, and handling projects with minimal supervision while delivering high accuracy and attention to detail.

Responsibilities include maintaining client information in tax software and CRM systems, processing tax returns, formatting letters for partners and staff, assisting with purchases and registrations, front desk

Qualifications

• Three–five years of administrative experience.
• Strong proficiency with Microsoft Word, Excel, PowerPoint, Outlook.
• Ability to multitask and prioritize workload.
• Excellent written and oral communication skills.

Responsibilities

• Maintain client information in tax software and CRM tools (SharePoint, CCH Workflow, CCH Axcess, STAR, Hubspot).
• Process tax returns in all tax department software and hard-copy returns.
• Format correspondence for partners, directors, managers and staff.
• Assist with associates’ purchases and registrations; coordinate credit card reconciliation.
• Provide front desk coverage and answer client calls/emails.
• Perform miscellaneous administrative duties (scanning, copying, faxing to IRS).
• Track and report client-related time and participate in process improvement initiatives.
• Contribute to cost-reduction opportunities and support firm growth initiatives.

Skills

Multitasking

Attention to detail

Written and verbal communication

Time management

Tools

Microsoft Office

Job description

GBQ Partners in Toledo seeks an Administrative Specialist to provide a wide range of administrative support in the Toledo Office. The role requires multitasking, prioritizing workloads, and handling projects with minimal supervision while delivering high accuracy and attention to detail.

Responsibilities include maintaining client information in tax software and CRM systems, processing tax returns, formatting letters for partners and staff, assisting with purchases and registrations, front desk