Tax Administrative Assistant
Robert Half Office Team
Description contract-to-permanent Administrative Assistant Opportunity – Tax Firm (Los Angeles, CA) We are currently seeking a detail-oriented and organized Administrative Assistant for a contract-to-permanent position at a well-established tax firm in Los Angeles, CA. This role offers the opportunity to support a dynamic team in the Financial Services industry and contribute to the smooth operation of our office with the potential for a permanent placement. Key Responsibilities: Serve as the first point of contact for clients, managing phone calls, emails, and in-person inquiries with professionalism. Schedule appointments for clients, ensuring tax preparers’ calendars are updated and follow-up actions are executed promptly. Organize and maintain client files, ensuring confidentiality and proper documentation standards are adhered to. Handle incoming and outgoing correspondence, including mail and email. Assist in creating materials for client interaction, ensuring clarity and accuracy. Manage office supply inventory, placing orders as needed to maintain a fully stocked and efficient workspace. Update and archive client files in compliance with company protocols and IRS regulations. Provide administrative support to accounting staff and assist with various projects as needed. Maintain a clean, organized office environment to ensure a productive and detail oriented setting. Handle office-related tasks, such as booking meeting rooms, coordinating catering for meetings, and organizing travel arrangements. Ensure adherence to firm policies and confidentiality standards regarding client data management. Requirements • The candidate should have at least a High School Diploma, or equivalent. Degrees in Business, Finance, or a related field are preferred.
• Demonstrated experience in a similar administrative role within the Financial Services industry is required.
• The ability to effectively use office equipment such as scanners, printers, and fax machines is mandatory. Particularly, proficiency in scanning documents is essential.
• Excellent organizational and time-management skills are needed to manage multiple tasks and deadlines efficiently.
• Strong written and verbal communication skills are necessary for interacting with clients and team members.
• Proficiency in Microsoft Office Suite, especially Excel, Word, and Outlook, is required.
• Familiarity with Financial Services industry terminology and practices is beneficial.
• Attention to detail and a high level of accuracy in all work is mandatory.
• The ability to work independently with minimal supervision, as well as part of a team, is necessary.
• Knowledge of administrative and clerical procedures, including managing files and records, stenography, and transcription, is needed.
• A positive attitude and detail-oriented demeanor are important for this customer-facing role.
• Willingness to take on additional tasks or projects to support the business as needed.
• Must adhere to all company policies and maintain confidentiality with sensitive client and company information. TalentMatch®
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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