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Tax Administrative Coordinator

2 months ago

Billings Montana, United States Eide Bailly LLP Full time

Overview:

Location:
Billings, MT

Work Arrangement:
In Office

Responsibilities:
A Day in the Life

A typical day as a Tax Administrative Coordinator might include the following:

Providing administrative assistance to partners and managers with professionalism and integrity.

Coordinating departmental meetings, seminars, and conference calls while documenting minutes as necessary.

Executing billing procedures for the department, including time transfers, aging requests, and bill preparation.

Setting up new clients and managing existing client information in the practice management system.

Assisting with the processing of proposals.

Formatting, copying, and binding financial statements for partner review and signature.

Processing tax returns.


Signing documents on behalf of partners and managers as authorized, including correspondence and other written materials.

Scheduling appointments and arranging travel logistics.

Composing and typing routine correspondence such as orders, memos, letters, and reports.

Performing various scanning, filing, faxing, and copying tasks as required.

Reviewing, sorting, and routing incoming mail; distributing outgoing mail.

Welcoming visiting clients and directing them to the appropriate personnel.

Answering phone calls and providing information to callers; routing calls to the correct staff.

Ordering and maintaining office supplies.

Filling in for the receptionist and offering administrative support to other departments as needed.

Ensuring timely and accurate completion of assigned projects.

Maintaining compliance with project budgets, turnaround times, and deadlines.

Qualifications:

Who You Are:
You possess a High School Diploma and have at least 2 years of experience in administrative support.

You excel in a fast-paced, high-volume work environment.

You are adept at multitasking, and you consistently meet deadlines.

You can swiftly prioritize and organize your workload to address immediate tasks.

You uphold the highest professional standards and ensure strict client confidentiality.

You are proficient in Microsoft Excel, Word, Outlook, DocuSign, Teams, and Adobe Acrobat. Experience with Power BI and Salesforce is advantageous.

You are exceptionally detail-oriented with strong verbal and written communication skills; reviewing communications and correcting errors is a task you enjoy.

You thrive in collaborative environments and also appreciate working independently with minimal supervision.

You are willing to work overtime as necessary.


This position requires prolonged periods of standing and sitting, some bending, stooping, and stretching, as well as the ability to lift up to 20 lbs.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Culture at Eide Bailly:

Integrity. Meaningful Relationships. People. Authenticity. Trust. These are the values that guide our work.

Eide Bailly is among the top 25 CPA and business advisory firms in the nation. Our people are the cornerstone of our success. Individuals join Eide Bailly for the opportunities and remain because of our culture. We are committed to fostering a collaborative workplace built on integrity, authenticity, and mutual support.

Here, you will find opportunities for education and career advancement, a team dedicated to your growth and success, and benefits that prioritize you and your family's needs.


Benefits:

In addition to base compensation, Eide Bailly offers benefits such as generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending accounts, certification incentives, education assistance, and a referral program.


Next Steps:

If you appear to be a suitable fit for our position, one of our recruiters will reach out to schedule a phone interview to discuss your career interests and goals further.

In the meantime, we encourage you to learn more about us on our website.

For additional support in your job search journey, explore our complimentary external tool that offers career exploration, resume workshops, interview preparation, and other professional development resources.

Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state, or federal laws.

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