Administrative Assistant

As a key member of the administrative team, this role helps keeps our tax operations running smoothly by coordinating client document intake, assembling and processing returns, managing e-filings, and tracking project progress. This role works closely with tax professionals and fellow administrators to ensure timely, accurate deliverables and top-notch client service.

• Play a key role in the tax process by coordinating the intake of client information, managing the preparation and processing of deliverables, and overseeing the e-filing and electronic delivery of tax returns.
• Maintain thorough documentation and actively work to enhance efficiency and standardize the firm’s processes and procedures.
• Tax return assembly
• Monitor open tax jobs and status’
• Problem solving ideas to help the office operate at its most efficient level
• Manage the e-filing of Form 8879s, ensuring accurate release of returns, monitoring filing statuses, and closing projects in a timely and efficient manner.
• Support the extension process by assisting Relationship Managers with the preparation and timely release of tax extensions.
• Generate DataScan reports as requested by Firm Tax Leaders
• Maintain and update client lists within firm software systems
• Manage the annual Organizer and Engagement Letter projects
• Collaborate with team members to identify and implement best practices and process improvements
• Provide support on various administrative projects as needed
• Working as a part of a team to perform general receptionist duties, including answering phone calls professionally and directing callers to the appropriate team members, greeting and assisting walk-in clients, and providing general administrative support.
• Ensure all tasks and projects are completed in accordance with established deadlines

• Administrative support experience in a professional office environment- preferably in Tax or Accounting Office
• In-depth knowledge of the tax process and general terminology
• Familiarity and experience with general office equipment and Microsoft Office Suite
• Strong software and technology skills
• Strong communication skills
• Continued technical and professional learning
• Growth mindset and ability to learn in a fast-paced environment
• Ability to think innovatively

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.