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Tax Administrative Assistant

2 months ago

Dallas, Texas, United States Calvetti Ferguson Full time

The Tax Administrative Assistant is responsible for providing a broad spectrum of support to the Tax Department in a fast-paced, challenging and rewarding environment. This position will work closely with the tax team on various projects and day-to-day assignments. Requirements include extensive people, communication, organizational, technical and process skills; significant ability regarding attention to detail; and the ability to continuously prioritize multiple projects in a fast-paced environment

Maintain the client due date list for multiple partners

Maintain the due date tracking system to ensure that tax return due dates are accurately reflected

Maintain the workflow management system to ensure that the tax return status is accurately reflected

Scan tax documents provided by clients and import into tax software

Process federal and state tax returns completely and accurately and deliver to clients via the tax return delivery system

Assist with preparation and delivery of client engagement letters

Uphold a strict level of confidentiality

High School diploma or equivalent, Associates Degree is a plus

3 plus years of administrative support

Working knowledge of Microsoft Office applications

Professional services experience preferred, prior CPA firm experience is a plus

Proven ability to work in a deadline driven environment and handle a wide variety of tasks and priorities

Strong attention to detail

Ability to work both independently and in a team environment

Flexibility and willingness to work overtime during tax busy seasons, including some weekends

Should be highly approachable with strong interpersonal skills
Possess a "can do" attitude and the ability to stay calm under pressure
Be a positive influence on, and embrace, the firm's culture
Live out the firm's core values in daily interactions

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.
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Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.