Senior Tax Administrative Assistant

2 weeks ago


Boca Raton, Florida, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full time
Position Overview
We are seeking a dedicated and detail-oriented Executive Tax Assistant to join our esteemed accounting firm.

The successful candidate will demonstrate exceptional standards, outstanding communication abilities, and a proactive approach to managing daily responsibilities. Experience in a tax-focused accounting environment is preferred to effectively support our tax partners and accountants.

A strong capability to take initiative and adhere to tight deadlines will be crucial for thriving in this diverse role.
Key Responsibilities
1. Compile and process tax returns, ensuring timely submission to clients according to established office protocols.
2. Manage electronic filing of tax returns and extensions.
3. Maintain and update tax project tracking within Practice Management and Axcess Workflow systems.
4. Handle correspondence for tax personnel.
5. Prepare engagement letters.
6. Manage phone communications, scanning, and faxing; coordinate conference and virtual meetings.
7. Oversee office supply inventory and ordering.
8. Sort and distribute incoming mail.
9. Assist with mail delivery logistics.
10. Execute daily office tasks, including meal orders when necessary.
11. Facilitate new client onboarding.
12. Dispatch organizers to clients.

Qualifications
- Professional demeanor and a collaborative spirit.
- Strong administrative, communication, and organizational capabilities.
- Ability to manage multiple tasks and work effectively under pressure.
- Proficient in Microsoft Office Suite (Word, Excel, PDF, and Outlook) is essential.
- Familiarity with CCH Programs such as ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management is advantageous.
- Knowledge of the Doc-It program is a plus.
- A minimum of four years of administrative and tax processing experience in a public accounting setting is preferred.

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