Tax Administrative Lead

3 weeks ago

Sherman Oaks, United States Eide Bailly Full time

Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests in the office. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.

Typical Day in the Life

A typical day as a Tax Administrative Lead might include the following:

* Sharing department directives and providing training to administrative staff on industry/office specific processes.
* Acting as liaison between the department admin staff and OA.
* Leading, supervising, and/or coordinating administrative processes and team members within a department.
* Working within the region on shared administrative processing/duties as coordinated through office management.
* Work with spreadsheets, track data in a database, time record keeping and client maintenance.
* Assist office administrator, partners, managers and staff with all office activities, including: coordinating client meetings, scheduling appointments, and composing correspondence.
* Print and assemble final versions of tax returns for corporations, individuals, partnerships, payroll, nonprofit and financial institutions.
* Electronically track and save returns according to Firm guidelines. Responsible for producing extensions tracking. Lead support for return processing.
* Organize incoming client information.
* Setting up new clients and maintains existing client data in the practice management system.
* Composing and typing routine correspondence including orders, memos, letters, and reports.
* Performing miscellaneous scanning, filing, faxing, and copying duties as needed.
* Reviewing, sorting and routing incoming mail; distributing outgoing mail.
* Greeting visiting clients and directing them to the correct person.
* Answering telephones and giving information to callers; routing calls to appropriate personnel.
* Ordering and stocking office supplies.
* Completes projects as assigned by the Office Administrator, Market Leader and/or Department Heads.
* Ensures timely and accurate performance on assigned projects.
* Maintains compliance with project budgets, turnaround times, and deadlines.
*

Who You Are

* You have a High School Diploma and 5+ years of past administrative support experience and you are able to work overtime and Saturdays during the busy tax filing periods.
* You thrive in a high-volume, fast-paced work environment.
* You are a multi-tasking master, and there has never been a deadline you could not meet.
* You can quickly prioritize and organize your work to complete tasks of an immediate nature.
* You hold yourself to the highest professional standards and maintain strict client confidentiality.
* You are proficient in Microsoft Excel including the ability to create spreadsheets, perform data entry, use basic formulas (e.g., SUM, AVERAGE, IF), and generate simple charts and graphs.
* You are proficient in Microsoft Word including formatting, creating tables, and utilizing mail merge functions.
* You are proficient in Outlook, DocuSign, Teams and Adobe Acrobat. Power BI and Salesforce experience is a plus.
* You are exceptionally detail-oriented with strong verbal and written communication skills - reviewing communications and fixing errors is a task you love
* You love collaborating and being part of a team but also enjoy working alone with limited supervision.
* You preferably have experience working in a professional service or accounting firm.
* This position requires prolonged standing and sitting, some bending, stooping and stretching and the ability to lift up to 20 lbs.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Benefits and Compensation

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Salary Range: $32.00-$37.00/hour

Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

What to Expect Next

We'll be in touch If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

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