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Executive Tax Assistant
1 month ago
We are currently looking for an Executive Administrative Tax Assistant for our Boca Raton Accounting office.
The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide administrative support to the tax partners and accountants. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
RESPONSIBILITIES
- Assemble and process tax returns and submit them to clients based on office procedures
- Electronic filing of extensions and tax returns
- Maintain tracking and updating of tax projects in Practice Management and Axcess Workflow
- Process correspondence for tax staff
- Preparation of engagement letters
- Answering phones, scanning and faxing; coordinate conference and zoom calls
- Office supply inventory and ordering
- Sorting and distributing mail
- Assist with mail delivery to the Post Office
- Daily office responsibilities, including ordering meals when necessary
- New client set up
- Mailing organizers to Clients
REQUIREMENTS
- Professional
- Must be a Team Player
- Strong administrative, communication, and organizational skills
- Ability to multitask and work under pressure
- Strong computer skills including proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) are a must.
- Basic Knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management are a plus.
- Knowledge of the Doc-It program is a plus
- Four plus years of administrative and tax processing experience at a public accounting firm is preferred
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