Position Summary:
Position Summary
As an Administrative Assistant, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization.
Administrative Duties within the Tax Dept.
Timely follow-up on client and tax department requests
Schedule meetings in Outlook/Microsoft Teams
Scan highly confidential documents
Route client workpapers and update software to reflect current status
Extensions - Check on acceptance & update workstream
Electronic filing of tax returns to the IRS and states
Clear communication with management on any tax return rejection issues
Maintain secure protocol for transmission of documents to clients & authorized third parties (e.g. bankers)
Back-up to tax processor role
Assist senior management with correspondence/finalize letters
Complete Power of Attorney forms
Expense reports
PowerPoint presentations and binding, if needed
Annually - On-line PTIN renewal
Annually - (off-site) shred documents in accordance with our document retention policy
Develop, coordinate, and follow-through on tax dept. functions and occasional firm events
General Admin
Back-up coverage for reception - book meeting rooms, use of multi-line phone system, and greet clients
Obtain office supplies for the firm, as needed
Provide content for the regional newsletter, The General Ledger
Make copies and general maintenance of office equipment
Clean meeting and break rooms and keep items organized and well-stocked
Mail - Applying postage, UPS drop-offs, and certified mail
Employee Engagement Committee (optional)
Skills
Required education and experience
High School Diploma (or GED or High School Equivalence Certificate)
3+ years of relevant experience
Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint)
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
Work Location: In person
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