Tax Administrative Assistant
5 days ago
We are seeking a highly organized and detail-oriented Tax Administrative Assistant to join our team. As a Tax Administrative Assistant, you will provide operational administrative support to the tax department, ensuring efficiency, organization, and client satisfaction.
Key Responsibilities- Process and assemble tax returns, extensions, e-filings, and tax organizers.
- Prepare, send, and track tax engagement letters.
- Prepare correspondence, proofread, and format documents.
- Assist in maintaining databases, new client setup, spreadsheets, project tracking, due date reports, etc.
- Work collaboratively to provide overflow and backup support for other team members.
- Ability to professionally interact and effectively communicate with partners, managers, and staff.
- Be a positive influence for the administrative team and the tax department.
- Perform other duties as assigned by the Department Head and Manager.
- Utilize tax and accounting software to complete a wide range of tasks.
- Regular and predictable attendance in office.
- Demonstrate an ability to multi-task and meet deadlines.
- Open to new challenges and assist with special projects as requested.
- Run office errands when necessary.
- High school diploma and 3+ or more years of experience in administrative support.
- Experience in public accounting administration is a plus.
- Strong written and verbal communication skills.
- Ability to work overtime and Saturdays during the busy tax filing periods.
- Familiarity with CCH Access Tax, Document, CCH Engagement, 1040 Scan. Experience with Autoflow and Salesforce, a plus.
- Proficient in Microsoft Excel, including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.
- Proficient in Microsoft Word, including formatting, creating tables, headers & footers, and utilizing mail merge functions.
- Proficient in DocuSign, including creating, sending, and tracking documents for e-signature.
- Proficient in Adobe Acrobat, including creating, editing, and commenting on PDFs.
- Proficient in Microsoft Outlook and Teams.
- Competitive hourly rate of $22-$27.
- Generous paid time off.
- Comprehensive medical, dental, and vision insurance.
- 401(k) profit sharing.
- Life and disability insurance.
- Lifestyle spending account.
- Certification incentives.
- Education assistance.
- Referral program.
If you are a motivated and detail-oriented individual with a passion for administrative support, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information].
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