- Provide general administrative support to senior accountants, tax professionals, and managers, including handling phone calls, emails, and scheduling meetings.- Greet clients and visitors, ensuring a professional and welcoming atmosphere.- Assist with client inquiries and provide necessary information or direct them to the appropriate staff members.- Prepare, format, and proofread reports, documents, and presentations for clients and internal teams.- Assist in the preparation of tax documents, accounting reports, and other financial materials as needed.- Input financial data, tax information, and accounting records into software systems, ensuring accuracy and timeliness.- Manage and coordinate appointments, meetings, and events for accountants and tax professionals.- Handle incoming and outgoing correspondence, including mail, emails, and phone calls, ensuring that important communications are addressed promptly.- Monitor and maintain office supply inventory, ensuring that supplies are well-stocked and orders are placed when necessary.- Assist in preparing and mailing invoices or statements to clients, ensuring accuracy in billing for accounting and tax services.- Scan and digitally archive hard copy documents, ensuring that files are organized and easily accessible.- Facilitate internal communications within the team, helping to keep everyone informed of upcoming meetings, deadlines, and project statuses.- Assist in the use of accounting and tax software by maintaining and updating client data.- Ensure that client documents, contracts, and records are securely stored, compliant with industry standards, and easily retrievable.- Assist with organizing office events, such as staff meetings, training sessions, or team-building activities.- Provide support in preparing client billing records, including tracking time, expenses, and other billing-related activities.- Ensure that sensitive financial information, tax data, and client documents are kept con