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Tax Administrative Assistant

1 month ago

Kennesaw, United States Henssler Financial Full time
Job DescriptionJob DescriptionDescription:

The Tax Administrative Assistant is a member of the tax team, supporting the department

through administrative duties, maintenance of tax software and positive client interactions.


Tax Admin Duties

  • Process incoming and outgoing client work (scanning)
  • Set up clients in various databases, ensuring IDs are created according to procedure
  • Provide phone support to clients needing assistance with the online tax portal
  • Proforma clients each year in Ultra Tax software and set up organizers
  • Send organizer to clients
  • Inactivate client portals after 30 days
  • Set up and inactivate client portals to support paperless environment
  • Account Receivable – help with collection
  • Assist operations coordinator with pulling reports from tax software (to include software comparison reports)
  • Reporting: run and send birthday report to marketing, client tracking report to operations, project due date report to operations coordinator
  • Type and design general correspondences and memos to clients and network groups. Proofread copy for spelling, grammar, and layout, making appropriate changes prior to manager’s approval. (i.e., engagement letters)
  • Assist operations coordinator with scheduling and organizing activities such as meetings, travel, conferences, and department activities
  • Calendar Maintenance for tax leadership
  • Maintain CPE records for all CPAs
  • Order department supplies (to include payroll forms and envelopes for W-2/1099)
  • Scanning and mailing as needed
  • Upload POAs and pull transcripts
  • Work independently and within a team on special projects

Henssler Financial is proud to offer the following comprehensive and competitive benefit options

  • Medical, Dental, Vision Insurance
  • Disability Insurance
  • Life Insurance
  • 401K with generous company match
  • 11 Paid Holidays plus 6 Paid half-days
  • Paid Vacation and Personal days
  • Paid Parental Leave
  • Dress for your day attire
  • Dog friendly office
  • Casual work environment
  • Onsite Employee Gym
  • Hybrid work schedule options
  • Education support
Requirements:


  • 2+ Years of administrative assistant and/or project management experience
  • Prior experience with Thompson Reuters tax software (Ultra Tax) is highly desired
  • Strong software skills with proficiency in Microsoft Office Suite and the ability to learn new software programs quickly
  • Self-starter, team player and ability to multi-task
  • Ability to follow established procedures with high attention to detail
  • High level of interpersonal skills to deliver a positive experience when assisting clients