Tax Administrative Assistant

4 weeks ago


Tustin, United States Eide Bailly LLP Full time

Overview:
**_ 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. 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.

**Responsibilities**:
**_ Typical Day in the Life:_**

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

- Provide operational administrative support to the tax department that optimizes efficiency organization and client satisfaction.
- Process and assemble tax returns, extensions, e-filings and tax organizers.
- Prepare, send and track tax engagement letters
- Prepare correspondence, proofread and format documents
- Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc. to be current and accurate.
- Work collaboratively to provide overflow and backup support for other team members.
- Ability to professionally interact and effectively communicate with partners, managers and staff.
- Be a positive influence for the administrative team and the tax department.
- Perform other duties as assigned by the Department Head and Manager.
- Utilize tax and accounting software to complete a wide range of tasks.
- Regular and predictable attendance in office.
- Demonstrate an ability to multi-task and meet deadlines.
- Open to new challenges and assist with special projects as requested.

Qualifications:
**_ Who You Are:_**
- 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 hold yourself to the highest professional standards and maintain strict client confidentiality.
- You love collaborating and being part of a team, but also enjoy working alone with limited supervision.
- Flexibility to work additional hours if needed during peak periods of the year.
- You embrace technology and can demonstrate you have the skills to use computer-based technology to complete different tasks.
- Familiarity with CCH Access Tax, Document, CCH Engagement, 1040 Scan. Experience with Autoflow and Salesforce, a plus.
- You are proficient in:

- Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.
- Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions.
- DocuSign: including creating, sending, and tracking documents for e-signature.
- Adobe Acrobat: including creating, editing, and commenting on PDFs.
- Microsoft Outlook and Teams.
- You have a high school diploma and 3+ or more years of experience in administrative support.
- Experience in public accounting administration is a plus.
- You have strong written and verbal communication skills.
- This position requires prolonged standing and sitting, some bending, stooping, and stretching, and the ability to lift 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: $24.00-$33.00

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 Abou



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