Tax Processing Administrator

3 weeks ago


Woodbury, United States CPA FIRM Full time
Job DescriptionJob Description

 

Responsibilities:

  • · Assist Partners and professionals with regards to tax document processing, assembling, filing, scanning, copying, and uploading to the portal.
  • · Assist with management of workflow as it relates to extensions, returns and other tasks.
  • · Arrange for courier and overnight services.
  • · Coordinate process for year-end delivery of organizers and engagement letters.
  • · Assist with answering the phone.
  • · Assist with the preparation of form 1099.
  • · Assist with oversight of temporary staff during peak periods.
  • · Continually updating client information in our time and billing system.
  • · Assist with billing as needed.
  • · Assist in maintaining appointments.
  • · Assist in other administration duties as needed.

 

Qualifications:

· 2+ years Administrative assistant experience in a professional service firm, experience working in a CPA firm a big plus.

· Excellent verbal and written communication skills.

· Ability to work extended hours and weekends as required.

· Well-developed interpersonal skills to handle sensitive and confidential situations.

· Experience with formation and editing documents, business writing and proofreading.

· Strong knowledge of Microsoft Word and Excel.

· Ability to work in a fast paced environment.


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