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Administrative Specialist

2 months ago

Tinley Park, Illinois, United States Wipfli Full time

About Wipfli

At Wipfli, we value diversity and inclusion in the workplace. Our culture is built on the idea that everyone has a voice and deserves to be heard. We strive to create an environment where our employees can grow, learn, and thrive.

Job Summary

We are seeking a highly skilled and organized Senior Administrative Specialist to join our team. As a key member of our administrative staff, you will provide critical support to our team members, ensuring the smooth operation of our office.

Responsibilities

  • Client Engagement: Prepare client engagement letters and other correspondence to ensure timely and accurate communication.
  • Document Management: Organize and scan client organizers and tax documents, maintaining accurate and up-to-date records.
  • Project Participation: Participate in the Tax Caddy project team, contributing to the development and implementation of tax preparation software.
  • Tax Return Processing: Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
  • Front Desk Support: Assist the Receptionist with front desk duties, including answering phones, distributing mail, and greeting clients.
  • Administrative Support: Provide administrative support to ensure deadlines are met, while maintaining a positive and collaborative work environment.

Qualifications

  • Administrative Experience: Five+ years of administrative experience with a high school education or 3+ years of job-related experience with an Associate Degree.
  • Customer Service: Experience with front-line customer contact and a proven track record of providing excellent customer service.
  • Professional Environment: Experience in a professional service work environment, preferably in a similar role.
  • Technical Skills: Proficient in Word, Outlook, and Excel, with knowledge of tax preparation software and Microsoft Teams.
  • Communication Skills: Clear, concise verbal and written communication skills, with accurate grammar usage.
  • Organizational Skills: Ability to plan, prioritize, and organize work effectively, while balancing multiple projects simultaneously.
  • Time Management: Ability to work flexibly under pressure and meet deadlines, with great attention to detail.

What We Offer

Wipfli is an equal opportunity/affirmative action employer. We are committed to providing a diverse and inclusive work environment, where all employees feel valued and respected. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.