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Administrative Support Specialist

2 months ago

Tinley Park, Illinois, United States Wipfli Full time
About the Role

We are seeking a highly skilled and organized Senior Administrative Specialist to join our team at Wipfli. As a key member of our team, you will be responsible for providing administrative support to ensure deadlines are met, while maintaining a positive and collaborative work environment.

Responsibilities
  • Prepare client engagement letters and ensure timely delivery.
  • Organize and scan client organizers and tax documents, maintaining accurate and up-to-date records.
  • Participate in the Tax Caddy project team, contributing to the development and implementation of tax preparation software.
  • Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
  • Assist with answering incoming calls and provide exceptional customer service.
  • Support the Receptionist with front desk duties, including answering phones, distributing mail, setting up FedEx shipments, and greeting clients.
Requirements
  • Five+ years of administrative experience with a high school education or 3+ years of job-related experience with an Associate Degree.
  • Experience with front-line customer contact and a professional service work environment.
  • Proficient in Word, Outlook, and Excel, with knowledge of tax preparation software and Microsoft Teams a plus.
  • Clear, concise verbal and written communication skills, with accurate grammar usage.
  • Ability to plan, prioritize, and organize work effectively, balancing multiple projects simultaneously.
  • Ability to work flexibly under pressure and meet deadlines, with great attention to detail.
About Wipfli

Wipfli is an equal opportunity/affirmative action employer, committed to providing a diverse and inclusive work environment. We value our employees' unique perspectives and experiences, and strive to create a workplace where everyone can thrive.

At Wipfli, we believe in the importance of work-life balance and offer a range of benefits to support our employees' well-being. We are committed to helping our employees achieve success and grow in their careers.