Tax Administrative Lead
1 month ago
We are seeking a highly skilled and organized Tax Administrative Lead to join our team at Eide Bailly. As a key member of our administrative team, you will be responsible for providing exceptional support to our tax department, ensuring seamless operations, and maintaining the highest level of client satisfaction.
Key Responsibilities- Provide administrative support to the tax department, including coordinating client meetings, scheduling appointments, and composing correspondence.
- Assist with the preparation and assembly of tax returns, including corporations, individuals, partnerships, payroll, nonprofit, and financial institutions.
- Electronically track and save returns according to Firm guidelines, ensuring timely and accurate performance.
- Organize incoming client information, set up new clients, and maintain existing client data in the practice management system.
- Compose and type routine correspondence, including orders, memos, letters, and reports.
- Perform miscellaneous scanning, filing, faxing, and copying duties as needed.
- Review, sort, and route incoming mail, distributing outgoing mail.
- Greet visiting clients and direct them to the correct person.
- Answer telephones and provide information to callers, routing calls to appropriate personnel.
- Order and stock office supplies.
- Complete projects assigned by the Office Administrator, Market Leader, and/or Department Heads.
- High School Diploma and 5+ years of past administrative support experience.
- Ability to work overtime and Saturdays during the busy tax filing periods.
- Thrives in a high-volume, fast-paced work environment.
- Multi-tasking master with the ability to quickly prioritize and organize work to complete tasks of an immediate nature.
- Proficient in Microsoft Excel, including creating spreadsheets, performing data entry, using basic formulas, and generating simple charts and graphs.
- Proficient in Microsoft Word, including formatting, creating tables, and utilizing mail merge functions.
- Proficient in Outlook, DocuSign, Teams, and Adobe Acrobat.
- Exceptional detail-oriented with strong verbal and written communication skills.
- Ability to work collaboratively as part of a team and independently with limited supervision.
Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. 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.
Compensation and BenefitsWe offer a competitive compensation package, including $32-$37 per hour, and a range of benefits, including 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.
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Tax Administrative Lead
2 weeks ago
Sherman Oaks, California, United States Eide Bailly Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Tax Administrative Lead to join our team at Eide Bailly. As a key member of our administrative team, you will be responsible for providing exceptional support to our tax professionals and ensuring the smooth operation of our office.Key ResponsibilitiesProvide administrative support to tax...
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Tax Administrative Lead
2 weeks ago
Sherman Oaks, California, United States Eide Bailly Full timeAbout the RoleWe are seeking a highly skilled and organized Tax Administrative Lead to join our team at Eide Bailly. As a key member of our tax department, you will be responsible for providing administrative support to our tax professionals, ensuring the smooth operation of our office, and maintaining the highest level of client satisfaction.Key...
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Tax Administrative Lead
2 weeks ago
Sherman Oaks, California, United States Eide Bailly Full timeAbout the RoleWe are seeking a highly skilled and organized Tax Administrative Lead to join our team at Eide Bailly. As a key member of our tax department, you will be responsible for providing administrative support to our tax professionals, ensuring the smooth operation of our office, and maintaining the highest level of client satisfaction.Key...
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