Tax Administration Support Specialist

2 weeks ago

Eden Prairie, Minnesota, United States Olsen Thielen & Co., LTD Full time
Tax Department Administrative Coordinator

Olsen Thielen & Co., Ltd. is a well-established local CPA firm with a rich history. We are currently in search of a dedicated and skilled Tax Department Administrative Coordinator to enhance our team. This full-time position requires a proactive individual who thrives in a collaborative environment and pays close attention to detail.

The successful candidate will work standard business hours, with occasional requirements to support the team during peak periods. This role is primarily office-based, with some opportunities for remote work flexibility.

As a vital member of our tax department, you will provide essential administrative support to ensure our clients receive the highest level of service. You will be expected to manage various tasks efficiently while maintaining a focus on quality and client satisfaction.

Key Responsibilities:
  • Oversee the final assembly of personal and business tax returns for delivery.
  • Prepare and electronically file tax extensions.
  • Maintain and manage client databases and workflow systems for accuracy.
  • Assist tax teams in responding to client inquiries to facilitate effective time management.
  • Organize and digitize client documentation.
  • Monitor and manage deadlines for tax e-filing.
  • Handle tax form management and ensure timely processing.
  • Perform photocopying, scanning, and filing tasks.
  • Keep detailed client logs.
  • Manage incoming and outgoing correspondence.
  • Coordinate client meetings.
  • Support additional administrative functions as required.
Additional Responsibilities:
  • Demonstrate resourcefulness and prioritize tasks effectively.
  • Adapt to time-sensitive projects and meet specific deadlines.
  • Exhibit strong communication skills and foster positive interpersonal relationships.
  • Drive improvements and efficiencies within the team.
  • Manage workflow tasks and expand responsibilities with experience.
  • Utilize technology effectively and adapt to new software.
  • Support all administrative functions within the office.
  • Create professional documents for internal and client-facing purposes.
  • Implement office processes and procedures under supervision.
  • Participate in team efforts to serve clients across various levels.
  • Provide support to colleagues during their absence by covering essential duties.
Required Competencies:
  • Proficient in Microsoft Windows and Office Suite, including MS Word, Excel, Outlook, PowerPoint, and Teams.
  • Familiarity with Adobe and other relevant software.
  • Experience with CCH Access and Sureprep is preferred.
Minimum Qualifications:
  • At least one year of relevant administrative support experience in a CPA environment is preferred.
  • A high school diploma or equivalent is required; an associate degree is preferred.
  • Detail-oriented with strong writing capabilities.
  • Organized with the ability to prioritize and manage multiple tasks.
  • Excellent decision-making and problem-solving skills.
  • Effective communication skills in both written and verbal formats.
  • A collaborative team player with the flexibility to adapt to changing priorities.
Olsen Thielen is an Equal Opportunity Employer.

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