Tax Administrative Assistant

7 hours ago

Plano, Texas, United States The MB Group, LLC Full time

Growth-oriented CPA firm in Plano, TX is seeking an administrative professional with the skills and qualifications to assist our tax department and firm. Applicants should be able to work independently and possess the determination and initiative to complete assigned work in accordance with client and statutory deadlines.

Responsibilities:

  • Scan, make copies and verify tax documents.
  • Follows up with clients to ensure needed information and data has been received.
  • Assist tax staff on all projects as needed, to meet deadlines. May include data entry.
  • Process and/or E-filing of all tax returns, coordinate delivery of same to clients or regulatory agencies.
  • Assist with sending POA's and client follow ups for signature
  • Manage client deliverables such as: Tax Organizers, Schedule K1's, ES payment reminders, etc.
  • Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary
  • Managing the executive's calendar, including making appointments and prioritizing the most sensitive matters
  • Assist executives with the creations of PowerPoint presentations
  • Manage data in spreadsheets and reports
  • Maintains strictest confidentiality.
  • Provides excellent customer service, to both internal and external customers.
  • Actively demonstrates teamwork.
  • Assists in all aspects of client contact and communications.

Minimum Qualifications:

  • 3+ years of experience as administrative assistant, along with a mature and professional appearance and demeanor.
  • Proficient in PowerPoint, Excel, and Outlook
  • Outstanding ability to articulate & communicate, in both written and verbal form, with clients & teammates in a professional manner that is both precise and logical.
  • Organization and task prioritization skills are required.
  • Self-sufficient, works independently and extremely detailed oriented.
  • Learns fast, works efficiently and productively, keeps a positive attitude.
  • Ability to work additional hours when needed (includes weekends and weeknights during March/April and September/October)

This is a full-time, in-office position. We offer competitive compensation, a matching 401(k), paid time off, and health and dental benefits. The role is based in Plano, TX and a background check and education verification are required.

We are an equal opportunity employer and provide a harassment-free work environment for all applicants and employees, without regard to race, color, religion, national origin, gender, age, disability, sexual orientation, alienage, or veteran status.

Job Type: Full-time

Pay: From $21.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience:

  • administrative: 3 years (Preferred)

Work Location: In person

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