Tax Support Specialist
1 week ago
Job Summary:
We are seeking a highly organized and detail-oriented Tax Administrative Assistant to join our team at UHY LLP in Des Moines. As a Tax Administrative Assistant, you will play a critical role in supporting the efficient operation of our office.
Key Responsibilities:
- Provide tax operational support, including assembling tax returns and extensions (Business and Individual) in a timely and accurate manner.
- Assemble tax organizers and tax return documents for clients, ensuring accuracy and attention to detail.
- Download electronic files and access online portals to facilitate tax preparation and submission.
- Organize client data, bookmark files for scanning, and validate pages to ensure accuracy.
- Format and proofread client correspondence, facilitating review and approval by responsible parties.
- Electronically transmit final documents/tax returns to clients, ensuring timely and secure delivery.
- Accurately organize and maintain electronically executed documents, maintaining confidentiality and security.
- Provide backup coverage for administrative colleagues, including reception and phone support.
- Maintain inventory of office supplies and place orders with vendors, ensuring a well-stocked and efficient workspace.
- Collaborate with other administrative assistants to meet deadlines and achieve team goals.
- Work independently and as part of a team, prioritizing tasks and managing multiple projects simultaneously.
Requirements:
- Proficiency in Microsoft Office and Adobe products, with a strong understanding of tax preparation software.
- Attention to detail and solid organizational skills, with the ability to multitask and prioritize tasks.
- Solid verbal and written communication skills, with a customer service focus.
- Conscientious work ethic and a people-centric personality, with a strong ability to work collaboratively.
Education and Experience:
High School Diploma (or equivalent) and 2+ years of experience in a tax or administrative role.
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