Tax Administrative Assistant

2 months ago

Shreveport, United States Heard McElroy and Vestal Full time
SUMMARY: Provides administrative and support services to the assigned Partners of the Tax Department as well as assisting the Tax Coordinator with tracking tax returns through the preparation process and other specific functions related to the Tax Department by performing the following duties.

DUTIES AND RESPONSIBILITIES:
  • Provides administrative support (calendar, email, mail, phone calls, file maintenance, tracking return due dates and other correspondence/letters) for assigned tax partners as requested.
  • Provides administrative support to the Department such as making travel arrangements, coordinating meetings as well as other ad hoc administrative tasks.
  • Assists the Tax Coordinator by helping manage the assignment and routing of tax returns through Workstream software, setting up new clients in tax preparation software, processing tax organizers sent to clients via mail and online portals, and performing other tasks.
  • Oversees and tracks tax return preparation processes, ensuring timely and accurate completion.
  • Oversees preparation of annual engagement letters and tracking of status throughout the year.
  • Liaison between firm and client to gather necessary information, provide status updates, and ensure the tax project progresses smoothly.
  • Organizes client tax workpapers for staff, ensuring all documents are complete, accurate, and readily accessible in a systematic filing system.
  • Assists department with communication to clients and tax jurisdictions regarding tax notices and inquiries.
  • Works with Partners/Managers to increase efficiencies of project completion and monitor project movement from beginning to end.
  • Aids in monthly client billing and preparation of invoices.
  • Provides some accounting services to clients by way of basic bookkeeping functions.
  • Coordinates Tax Department continuing education: course registration and logistics, tracking employee CPE hours and reporting professional license renewals.
  • Seasonal overtime required.
COMPETENCIES:
  • Ability and willingness to learn new software programs and embraces changes in processes to enhance efficiency.
  • Ability to handle multiple projects simultaneously while maintaining consistency, accuracy and providing superior service
  • Ability to work both independently and as part of a team with professionals at all levels
  • Strong communication skills, both orally and in writing
  • Ability to interact and maintain professional relationships with staff as well as clients
  • Works autonomously under the pressure of tight deadlines and multiple priorities
  • Must be dependable, well organized, punctual, detail oriented and thorough
  • Must exhibit a high degree of professionalism including the ability to maintain the highest levels of confidentiality

SUPERVISORY RESPONSIBILITIES:

This job has no supervisory responsibilities.

Requirements

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

High school diploma required with five years of experience performing administrative/accounting duties. College degree preferred.

Computer Skills:

Proficient in Microsoft Word, Excel, and Adobe PDF, with a strong emphasis on digital processes and minimal reliance on paper. Experienced in handling large databases and Excel schedules, including formatting and filtering. Ability to navigate and perform research on the Internet. Ability to type at least 40 words per minute.

Firm Culture/Client Service:

Promotes the firm's culture, including supporting Heard, McElroy & Vestal's philosophy of developing a relationship with each client on a personal level, catering to their specific needs. Ability and judgment to interact and communicate appropriately with other employees, clients and management. Ability to serve clients, both internal and external (community/public) in a manner that will support superior client relations.

Physical Demands/Work Environment:

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk or use hands to finger, handle, or feel. The employee is occasionally required to stand, reach with hands and arms, and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Heard, McElroy & Vestal shall, in its discretion, modify or adjust the position to meet the Firm's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Firm's sole discretion.

Heard, McElroy & Vestal is an Equal Opportunity Employer. We actively seek and employ qualified persons in all job classifications and administers all personnel actions without regard to race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, non-job related disability, veteran/military status, genetic information, gender identity, sexual orientation or any other characteristic protected by applicable federal, state or local law.

  • Tax Support Specialist

    2 weeks ago

    Shreveport, Louisiana, United States HEARD MCELROY & VESTAL LLC Full time

    Job OverviewSUMMARY: The Tax Support Specialist provides essential administrative and operational assistance to the Tax Department, supporting the assigned Partners and collaborating with the Tax Coordinator to ensure efficient tracking and processing of tax returns.KEY RESPONSIBILITIES:Deliver comprehensive administrative support, including managing...

  • Administrative Assistant

    11 hours ago

    Shreveport, United States Housing Authority of Shreveport Full time

    Company Description The Housing Authority of the City of Shreveport (HACS) provides quality affordable housing to low-income families and individuals through the effective and efficient administration of housing assistance programs. Job Description The HACS is seeking a highly motivated and enthusiastic team player, with successful administrative...

  • Administrative Assistant

    3 weeks ago

    Shreveport, United States Vintage Realty Company Full time

    Job DescriptionJob DescriptionBenefits:Dental insuranceHealth insurancePaid time offVision insurance Vintage Realty Corporation is seeking an Administrative Assistant to join the Commercial Property Management team. The Administrative Assistant will be responsible for providing administrative support to various Property Managers within the department. The...

  • Tax Support Specialist

    2 weeks ago

    Shreveport, Louisiana, United States HEARD MCELROY & VESTAL LLC Full time

    Job OverviewSUMMARY: The Tax Support Specialist plays a crucial role in providing administrative and operational assistance to the Tax Department's Partners, while also supporting the Tax Coordinator in managing the workflow of tax returns and other essential tasks within the department.KEY RESPONSIBILITIES:Deliver comprehensive administrative assistance,...

  • Administrative Assistant

    4 weeks ago

    Shreveport, United States SERVPRO of South Shreveport - 8586 Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingDental insuranceHealth insurancePaid time offVision insurance SERVPRO of South Shreveport - 8586 is hiring an Administrative Assistant!BenefitsSERVPRO of South Shreveport - 8586 offers:Competitive compensationSuperior benefitsCareer progressionProfessional developmentAnd more!As an Administrative...

  • Tax Director

    2 weeks ago

    Shreveport, United States EisnerAmper Gulf Coast Full time

    EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as...

  • Administrative-Receptionist Assistant

    2 days ago

    Shreveport, United States Synergy America, Inc Full time

    We are currently looking for an Administrative / Receptionist Assistant for a contract position with the Department of Justice / United States Attorney s Office (USAO) located in Shreveport Louisiana. This is initially for a 1year contract with 3 additional optional years (for a total of 4 years) with the USAO. Candidates must be U.S. Citizens and be...

  • Tax Senior

    2 weeks ago

    Shreveport, United States EisnerAmper Full time

    Tax SeniorShreveport, LA, USA Req #760Friday, April 19, 2024EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success...

  • Administrative-/Receptionist Assistant

    2 months ago

    Shreveport, United States Synergy America, Inc Full time

    Job DescriptionJob DescriptionWe are currently looking for an Administrative / Receptionist Assistant for a contract position with the Department of Justice / United States Attorney’s Office (USAO) located in Shreveport, Louisiana. This is initially for a 1-year contract with 3 additional optional years (for a total of 4 years) with the USAO. Candidates...

  • Administrative/Receptionist Assistant

    2 months ago

    Shreveport, United States Synergy America, inc Full time

    Job DescriptionJob DescriptionWe are currently looking for an Administrative / Receptionist Assistant for a contract position with the Department of Justice / United States Attorney’s Office (USAO) located in Shreveport, Louisiana.  This is initially for a 1-year contract with 3 additional optional years (for a total of 4 years) with the...

  • Executive Administrative Assistant

    3 months ago

    Shreveport, United States Sid Potts, Inc Full time

    Company DescriptionSid Potts, Inc. is a private jeweler and diamond & estate broker based in Shreveport, Louisiana. The company was established in 1997 to offer a unique concept in the local fine jewelry business. Sid Potts, Inc. is known for its client-focused approach, casual atmosphere, creative process, and cost savings. The company values professional...

  • Executive Administrative Assistant

    3 months ago

    Shreveport, United States Sid Potts, Inc Full time

    Company DescriptionSid Potts, Inc. is a private jeweler and diamond & estate broker based in Shreveport, Louisiana. The company was established in 1997 to offer a unique concept in the local fine jewelry business. Sid Potts, Inc. is known for its client-focused approach, casual atmosphere, creative process, and cost savings. The company values professional...

  • Tax Director

    4 weeks ago

    Shreveport, United States EisnerAmper Full time

    Tax Director Shreveport, LA, USA Req #787 Friday, June 14, 2024 EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective to help clients meet the pressing issues they face today and position them for success...

  • Tax - Specialist (SALT)

    2 weeks ago

    Shreveport, United States EisnerAmper Full time

    Tax - Specialist (SALT) Shreveport, LA, USA Req #797 Monday, July 22, 2024 EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face...

  • Administrative Assistant

    3 months ago

    Shreveport, United States Linden Management Full time

    Job DescriptionJob DescriptionSummaryLinden Management is seeking a motivated, self-starter with excellent computer skills for the position of Administrative Assistant. Diverse job duties cover a wide range of responsibilities to include project coordination, developing organizational systems and procedures, answering calls, typing, documents and spreadsheet...

  • Administrative Assistant

    1 week ago

    Shreveport, United States Linden Management Full time $1

    Job DescriptionJob DescriptionSummaryLinden Management is seeking a motivated, self-starter with excellent computer skills for the position of Administrative Assistant. Diverse job duties cover a wide range of responsibilities to include project coordination, developing organizational systems and procedures, answering calls, typing, documents and spreadsheet...

  • Administrative Office and Records Management Assistant

    4 weeks ago

    Shreveport, United States Shreve Memorial Library Full time

    Job DescriptionJob DescriptionSUMMARYUnder the Supervision of the Executive Secretary, this individual serves as an assistant in the Administrative Services area and as receptionist of the Support Services Center. This individual performs a variety of secretarial, clerical and receptionist tasks primarily focused on assisting the Executive Secretary,...

  • Tax Staff

    4 weeks ago

    Shreveport, United States Heard McElroy and Vestal Full time

    SUMMARY: Understands tax regulations and accounting pronouncements; provides quality tax services to clients by completing tax planning and research as well as preparing individual tax returns for review by performing the following duties. DUTIES AND RESPONSIBILITIES: Prepares individual income tax returns as well as may prepare partnership and corporate...

  • Tax In-Charge

    1 month ago

    Shreveport, United States HEARD MCELROY & VESTAL LLC Full time

    Job DescriptionJob DescriptionDescription:SUMMARY: Understands tax regulations and accounting pronouncements; provides quality tax services to clients by completing tax planning and research as well as preparing individual, partnership, and corporate income tax returns for review by performing the following duties.DUTIES AND RESPONSIBILITIES:Prepares...

  • Tax Staff

    1 month ago

    Shreveport, United States HEARD MCELROY & VESTAL LLC Full time

    Job DescriptionJob DescriptionDescription:SUMMARY: Understands tax regulations and accounting pronouncements; provides quality tax services to clients by completing tax planning and research as well as preparing individual tax returns for review by performing the following duties.DUTIES AND RESPONSIBILITIES:Prepares individual income tax returns as well as...