Admin Assistant

We are hiring for a Temporary Administrative Assistant on behalf of our client, an established boutique tax advisory and professional financial services firm. This role is ideal for a detail-oriented clerical professional eager to provide vital daily operational, documentation, and office coordination support.

Status: Temporary - December thru March
Location: Middleburg, VA
Schedule: Mon-Fri, 8:00A-4:00P 100% Onsite
Compensation: $21.00-$23.00 / Hour

Responsibilities Monitor inbound digital communication channels and client portals daily to triage, log, and systematically archive tax forms, meeting summaries, and audio transcripts into designated electronic client folders. Process Return-to-Client requests by scanning physical files, uploading digital copies to secure portals, preparing outgoing postal/courier mailings, and coordinating confidential document disposal according to compliance protocols. Review completed professional service engagements to generate and distribute timely client invoices for tax preparation and advisory services, verifying client contact records for accuracy. Enter and categorize routine operational transactions and banking records within accounting software under management guidance. Retrieve and sort daily incoming postal mail from the P.O. Box, distribute correspondence to internal stakeholders, and oversee general scanning tasks. Track office supply inventory levels, recommend reorders before depletion, and execute miscellaneous administrative errands to facilitate smooth daily operations.
Qualifications and Key Skills High school diploma or equivalent required; prior experience in an office administrative, clerical, or customer support role is preferred, though entry-level candidates with strong transferable skills are welcome to apply. Exceptional organizational abilities and a keen eye for precision when reviewing numerical data, verifying client records, and maintaining digital filing systems. Proficiency with Google Workspace / Gmail and MS Office; familiarity with practice management systems, cloud storage, or accounting platforms (e.g., QuickBooks, Harvest) is a strong plus. Basic familiarity with bookkeeping principles, invoicing workflows, or professional services environments is advantageous but not required. Strong written and verbal communication skills with the discretion required to handle sensitive client financial data.
Compensation / Pay Rate (Up to): $21.00 - $23.00 Per Hour