Tax Administrative Support Specialist
5 days ago
We are seeking a highly organized and motivated Tax Administrative Assistant to join our tax team at Uplinq. This part-time position will involve communicating with clients, building relationships, and managing filing systems.
As a key member of our team, you will be responsible for:
- Ensuring seamless client communication via phone and email
- Attending client meetings to capture key information
- Converting financial statements from PDF to Excel using Adobe Acrobat
- Preparing documents in Adobe by editing and modifying PDFs
- Organizing and managing filing systems and documentation in ShareFile
- Assisting with scheduling meetings for the Vice President of Tax
- Retrieving and uploading prior year tax returns and financial reports from Uplinq Bookkeeping
- Generating financial reports in QuickBooks Online as needed
To succeed in this role, you should have experience with QuickBooks Online, Adobe, ShareFile, and Google Suite, as well as strong attention to detail and organizational skills.
The estimated salary for this position is $25 hourly, with opportunities for overtime during tax season. If you are passionate about providing exceptional support in a collaborative environment, we encourage you to apply.
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