Tax Support Administrative Specialist

5 days ago


West Des Moines, Iowa, United States UHY LLP Full time

Position Overview:

We are seeking a skilled Tax Administrative Assistant to provide essential support within our organization. This role is crucial for ensuring the smooth functioning of our operations.

Key Responsibilities:

The primary duties include, but are not limited to:

  • Facilitating tax operations by accurately preparing tax returns and extensions for both business and individual clients in a timely manner.
  • Compiling tax organizers and relevant documentation for client submissions.
  • Managing electronic file downloads and navigating online platforms.
  • Organizing client information, bookmarking files for scanning, and verifying document pages.
  • Formatting and proofreading client communications, ensuring thorough review and approval by designated personnel.
  • Electronically sending finalized documents and tax returns to clients.
  • Maintaining an organized repository of electronically signed documents.
  • Providing backup support for administrative colleagues, including reception and phone duties.
  • Coordinating lunch orders for internal meetings and educational sessions.
  • Overseeing office supply inventory and placing orders with vendors as needed.
  • Collaborating effectively with fellow administrative staff to meet project deadlines.
  • Demonstrating the ability to work both independently and as part of a team.
  • Exhibiting strong prioritization skills and the capacity to manage multiple tasks in a dynamic environment.

Required Skills:

  • Proficiency in Microsoft Office Suite and Adobe software.
  • Exceptional attention to detail and organizational capabilities.
  • Strong verbal and written communication skills.
  • A diligent work ethic and a conscientious approach to tasks.
  • A personable demeanor with a focus on customer service.

Qualifications:

High School Diploma (or equivalent); a minimum of 2 years of relevant experience is preferred.



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