Tax Administrative Assistant

Primary Responsibilities

• Provide administrative support to the firm members
• Assist with tax return assembly and processing, including organizing and cleanup of client documents electronically and manually
• Organize, scan and process tax-related paperwork efficiently
• Manage the scan and auto flow process for client documents
• Typing and assembly of financial statements
• Assist with year-end mailings, including organizers
• Preparation of engagement letters, correspondence and other documents
• Manage the portal for incoming client documents
• Assist with special projects and other duties as assigned by supervisors
• Process FedEx, UPS, and Certified Mail
• Assist with various administrative tasks, including lunch orders and set up/clean up
• Serve as a backup to the Front Desk (answering phones, greeting visitors, mail, etc.) when needed

Qualifications

• 3+ years of prior office experience required
• Public Accounting experience preferred

Additional Skills

• Proficiency in Microsoft Office Suite
• Proficiency in Adobe Acrobat / PFD Flyer
• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Excessive attention to detail and accuracy
• Ability to work independently and with minimal supervision
• Deadline-Oriented: Ability to work a flexible schedule in order to meet the needs of the business
• Team player with a positive attitude and willingness to assist colleagues as needed
• Capable of maintaining absolute confidentiality in regard to client and firm records and information
• Familiarity with tax terminology and procedures is desirable, but not required