Tax Administrative Assistant

3 weeks 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 provides 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 1/2 days
  • Paid vacation and personal days
  • Dress for your day attire
  • Dog friendly office
  • Casual work environment
  • Onsite Employee Gym
  • Hybrid work schedule options
Requirements:

Required Skills/Qualifications:


  • 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 attention to detail.
  • High level of interpersonal skills to deliver a positive experience when assisting clients.

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