Tax Administrative Lead

2 weeks ago

Sherman Oaks, United States Eide Bailly Full time

Location: Sherman Oaks, CA

Work Arrangement: In Office

A 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.

Culture at Eide Bailly

Integrity. Meaningful Relationships. People. Authenticity. Trust. That's how we work.

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. People join Eide Bailly for the opportunities and stay because of the culture. We're focused on building a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your growth and success, and benefits that put you and your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation

$32-$37 per hour.

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

Benefits

Beyond base compensation, 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.

Next Steps

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 learn more about us onFacebook,Twitter,Instagram,LinkedInor ourAbout Uspage.

For extra assistance in your job search journey, explore EB Career Resources-a complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.

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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