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Tax Administrative Assistant
3 months ago
- You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
- You will have the flexibility to manage your days in support of our commitment to work/life balance
- You will join a culture that has received multiple top "Places to Work" awards
- We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
- We understand that embracing our differences is what unites us as a team and strengthens our foundation
- Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
- Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
- Providing partner and colleague support for administrative needs
- Assisting with various administrative office duties
- Assisting with client project management by coordinating with clients to gather information, responding to inquiries, and tracking deadlines to ensure timely completion and client satisfaction
- Managing client portal engagement and user access
- Drafting correspondence and manage flow of documents via email or DocuSign
- Tax return processing, including collation and electronic filing of returns & extensions of all types
- Scanning of documents
- Assisting with special projects as needed
- High School Diploma
- Proficiency with Microsoft Office and Adobe
- Experience working in a professional service organization
- Ability to work with all levels in an organization, including Partners
- Excellent work ethic
- Strong interpersonal and written communication skills
- Strong organizational and project management skills with the ability to prioritize tasks and meet deadlines
- Attention to detail
- Strong sense of urgency
- Ability to handle sensitive client data with discretion and professionalism
- Ability to work effectively both independently and as part of a team
- Experience with tax return workflow tools such as XCM
- Experience with DocuSign
- Flexibility and ability to adapt in fast paced and changing environment