Tax Operations Executive 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 Administrative Tax Assistant to join our team at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG.

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.

Key Responsibilities
1. Compile and process tax returns, ensuring timely submission to clients in accordance with established office protocols.
2. Manage electronic filing of tax returns and extensions.
3. Oversee tracking and updates of tax projects using Practice Management and Axcess Workflow systems.
4. Handle correspondence for tax professionals.
5. Prepare engagement letters and other essential documentation.
6. Manage phone communications, scanning, and faxing; facilitate conference and virtual meetings.
7. Maintain office supply inventory and manage ordering processes.
8. Sort and distribute incoming mail and assist with mail delivery tasks.
9. Perform daily office duties, including meal ordering when required.
10. Set up new client accounts and manage mailing of organizers to clients.

Qualifications
- Professional demeanor and a strong commitment to teamwork.
- Excellent administrative, communication, and organizational skills.
- Ability to handle multiple tasks and thrive 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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