Adminstrative Assistant – Financial Tally – Champlain, NY

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Financial Tally, a local accounting, tax, and financial planning firm has part-time Administrative Assistant position available for the upcoming 2019 tax season.

The qualified applicant will have the following skills:

*Must be accurate, organized, and dependable
*Ability to think and work independently
*Must be willing to learn new programs and processes
*Maintain the confidentiality of our clients

Duties include, but not limited to:

*Scan incoming client documents
*Organizing documents in Adobe Acrobat DC
*Assemble tax returns
*Follow up with clients for missing information by phone,and email
*Efiling tax returns
*Preparing and sending outgoing mailings and packages

Qualified applicant will have proficiency with the following software:

*Microsoft Operation System
*Microsoft Office programs desktop and Office 365 (Word,Excel, Microsoft Outlook)
*CRM software
*Document management software
*Scanning and Adobe Acrobat DC

Minimum Education High School Diploma
Previous office experience required

Compensation will be dependent on experience

Because we are a financial services business, finger printing and a background check are required for employment.

Apply here on indeed or send a cover letter & resume to Financial Tally attn: Lori Mercaldi

596 Dubois RD Champlain NY 12919

Job Type: Part-time


  • Microsoft Office: 1 year (Required)
  • data entry: 1 year (Required)
  • office: 1 year (Required)

Work authorization:

  • United States (Required)

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