Professional Assistant

1 month ago

Parsippany, United States SAX Full time

At Sax LLP, we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team-member-driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career




Essential Duties and Responsibilities:

A non-inclusive list of duties and responsibilities is outlined below. This list is only a guideline of what to expect in the position. New duties and responsibilities may develop as the position and employee evolve and the job description will change accordingly. This is a Non-Exempt position.


A member of the Shared Services Department, the Professional Assistant (Tax Processor) will report to the Manager of Administration. This position is required to be in the Parsippany, NJ office; WFH requests can be made to the Manager of Administration and are subject to approval.



Responsibilities:

  • Participate in Sax trainings and serve as point-person for merged-Firm staff/partner questions/training.
  • Provide training to new hires on Firm procedures as requested.
  • Procure client source documents from Portal/SafeSend/Tax Caddy as necessary, save in GFR and notify respective parties; follow-up with clients for missing items.
  • Save all returns, reports, documents and forms to the Firm’s document managing system (GFR) and/or CaseWare. Routing workflows when appropriate.
  • Process and finalize monthly billings and retainers.
  • Type, proofread and format all types of correspondence and Tax Arrangement Letters for the Firm.
  • Prepare PowerPoint presentations.
  • Create barcode pages for source documents to be scanned.
  • Schedule meetings for Partners and notifying participants.
  • Provide Partners a weekly update of all outstanding and/or requested items.
  • Provide backup to Tax Processing and E-File teams as necessary:
  • Print, process and assemble tax returns and distribute to clients and various governmental agencies.
  • Process tax returns through E-file system; release returns through E-file system by managing the client return of signed forms; follow up with clients whose forms are delinquent.
  • Follow up with Partners on filing rejections or errors.
  • Provide back up to Accounting Support Associates as necessary:
  • Type, format, and proofread Financial Statements and reports according to Firm standards.
  • Releasing and tracking A&A documents through SafeSend to obtain e-signatures.
  • When in the office, greet clients at Reception, guide them to conference room/office, and provide refreshments as requested.
  • Business or Business Casual attire is required at all times.





Qualifications:

Maintains confidentiality in all aspects of position. Maintains the ability to use grammatical, spelling and punctuation skills effectively. Must have excellent organizational skills and the ability to multi-task. Possesses excellent interpersonal skills as well as a cooperative and dependable personality.

  • Proficiency in Microsoft Office, specifically Word, Excel and Outlook, is required.
  • Prior experience in a Tax/Accounting firm is strongly preferred.
  • Must be able to type a minimum of 60 WPM.
  • Must be able to sit for extended periods of time.
  • Experience with PowerPoint, GFR and CCH Axcess is preferred.
  • Expected workweek is 37.5 hours, 8:30am-5:00pm Monday – Friday.
  • Vacation blackouts, OT and availability on Saturdays required from Feb. 15th – April 15th, and Sept. 1st – Oct. 15th.





Comprehensive Benefits Package includes:

  • Generous Paid Time Off and Holidays
  • Paid Volunteer Day
  • Health and Wellness Initiatives and Incentives
  • Medical, Dental, Vision and Life Insurance
  • Short- and Long-Term Disability
  • Flexible Spending Accounts
  • Tuition Reimbursement for Advanced Degrees
  • 401K Plans with Sax Matching Contribution
  • Summer Fridays
  • Employee Referral Bonus
  • Firm-Sponsored Events and much more




Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

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