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Tax and Assurance Services Support Specialist

2 months ago

Charlotte, North Carolina, United States GreerWalker Full time

Job Type

Full-time

Position Overview

GreerWalker is a distinguished accounting and advisory firm dedicated to serving privately held middle-market enterprises and their proprietors. Our commitment to the Charlotte and Greenville regions is reflected in our personalized client interactions and our active involvement in community service.

Recognized consistently as one of the nation’s top accounting firms by Inside Public Accounting, we have also earned accolades as an Employer of Choice in the Charlotte area. Our mission is to create a positive impact within our community, which is integral to our operations.

At GreerWalker, we prioritize your professional aspirations by offering a balanced work-life environment, ongoing professional growth, and meaningful engagements that connect you with the community. As part of our organization, you will have access to a broad spectrum of learning opportunities through our affiliation with RSM Alliance. You will engage in stimulating client projects, experience minimal travel, and gain exposure to diverse industries. We will connect you with mentors, provide a supportive workplace, and cultivate enduring professional relationships to facilitate your career development.

Key Responsibilities

As the Administrative Assistant for Tax and Assurance Services, your role will encompass providing essential support to the tax and assurance divisions, including but not limited to:

  • Compiling and dispatching tax returns, notifications, and various tax-related documents.
  • Generating client copies of tax returns in both electronic and hard copy formats.
  • E-filing client tax returns.
  • Preparing and delivering client engagement letters in electronic and hard copy formats.
  • Creating assurance-related reports for client delivery (both electronic and hard copy).

Additionally, you will provide general administrative support, which includes:

  • Typing and formatting documents.
  • Ensuring compliance with company standards (language/templates, etc.).
  • Converting PDF documents into properly formatted Word documents.
  • Scanning documents.
  • Assisting with meeting coordination.
  • Managing incoming mail/packages and overseeing the dispatch of outgoing mail, certified mail, and FedEx.
  • Assisting with expense report preparation as needed.
  • Performing backup receptionist duties (including answering phones, welcoming guests, preparing meeting spaces, etc.).
  • Carrying out various other tasks as assigned.

Qualifications

Candidates must possess the following qualifications:

  • An Associate's or Bachelor's degree in accounting or business management with a minimum GPA of 3.0, or a high school diploma.
  • Experience in a similar role within the industry is preferred.
  • Familiarity with fundamental accounting principles.
  • Proficient technology skills, particularly in Microsoft Office 2016 or later (Word, Excel, PowerPoint, and Outlook; knowledge of Adobe is a plus).
  • Ability to manage multiple tasks and work independently with minimal supervision.
  • Willingness to work overtime as required, often with little advance notice.
  • Strong interpersonal and relationship-building abilities.
  • A collaborative team player with a positive attitude.
  • Physical ability to move throughout the workday, including standing and sitting, and lifting items not exceeding 20 lbs.

Working Conditions

The role may require moderate overtime throughout the year, with increased demands during specific business cycles.

The responsibilities outlined above represent the general nature and level of work performed, but are not intended to be an exhaustive list of all duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform additional duties as necessary.

This position description does not constitute a contract for employment, and GreerWalker LLP reserves the right to modify this description at any time.

EOE

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