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Tax Office Support Specialist
2 months ago
Position Overview:
Location: Billings, MT
Work Arrangement: In Office
Key Responsibilities:
A Day in the Life
As a Tax Office Support Specialist, your daily tasks may include:
- Providing administrative assistance to partners and managers with professionalism and integrity.
- Coordinating departmental meetings, seminars, and conference calls, while documenting minutes as necessary.
- Executing billing procedures for the department, which includes time transfers, aging requests, and bill preparation.
- Setting up new clients and managing existing client information within the practice management system.
- Assisting in the processing of proposals.
- Formatting, copying, and binding financial statements for partner review and signature.
- Processing tax returns efficiently.
- Signing documents on behalf of partners and managers as authorized.
- Scheduling appointments and organizing travel arrangements.
- Composing and typing standard correspondence, including orders, memos, letters, and reports.
- Performing various scanning, filing, faxing, and copying tasks as required.
- Reviewing, sorting, and distributing incoming mail; managing outgoing mail.
- Welcoming clients and directing them to the appropriate personnel.
- Answering phone calls and providing information to callers; routing calls to the correct departments.
- Ordering and maintaining office supplies.
- Filling in for the receptionist and offering administrative support to other departments as needed.
- Ensuring timely and accurate completion of assigned projects.
- Maintaining compliance with project budgets, turnaround times, and deadlines.
Qualifications:
Who You Are:
- You possess a High School Diploma and have at least 2 years of administrative support experience.
- You excel in a high-volume, fast-paced work environment.
- You are adept at multitasking and consistently meet deadlines.
- You can quickly prioritize and organize tasks to address immediate needs.
- You uphold the highest professional standards and ensure strict client confidentiality.
- You are proficient in Microsoft Excel, Word, Outlook, DocuSign, Teams, and Adobe Acrobat; experience with Power BI and Salesforce is advantageous.
- You have a keen eye for detail and possess strong verbal and written communication skills, enjoying the task of reviewing and correcting communications.
- You thrive in collaborative environments but also appreciate working independently with minimal supervision.
- You are willing to work overtime as necessary.
- This role requires prolonged periods of standing and sitting, along with some bending, stooping, 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, and authenticity are at the core of our workplace culture. Eide Bailly is recognized as one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation of our success, and we focus on fostering a collaborative environment built on trust and support. You will find opportunities for professional development, a dedicated team committed to your growth, and benefits that prioritize your and your family's needs.
Benefits:
In addition to competitive compensation, Eide Bailly offers a range of benefits, including generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, a lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps:
If you appear to be a suitable candidate for this position, one of our recruiters will reach out to schedule a phone interview to discuss your career interests and goals further. We encourage you to explore more about our company through our online platforms.
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.
