Administrative Specialist

4 days ago


Tinley Park Illinois, United States Wipfli LLP Full time
Job Summary

We are seeking a highly skilled and experienced Administrative Specialist to join our team at Wipfli LLP. As an Administrative Specialist, you will play a critical role in supporting our business operations and ensuring the smooth execution of our administrative tasks.

Key Responsibilities
  • Prepare client engagement letters and other administrative documents
  • Organize and scan client organizers and tax documents, ensuring accurate and timely processing
  • 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 providing exceptional customer service
  • Support the Receptionist with front desk duties, including answering phones, distributing mail, setting up FedEx shipments, and greeting clients
  • Provide administrative support to ensure deadlines are met, while maintaining a positive and collaborative work environment
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
  • 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
What We Offer

As an Administrative Specialist at Wipfli LLP, you will have the opportunity to work in a dynamic and supportive environment, with a team of experienced professionals. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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