Administrative Specialist
4 days ago
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
- 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
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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