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![Henssler Financial](https://media.trabajo.org/img/noimg.jpg)
Tax Administrative Assistant
1 month ago
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
- 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