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The Administrative Assistant (AA) plays a vital role in providing critical administrative support throughout the year, with a particular focus during tax season. The AA ensures timely and accurate tax filings, which are essential for compliance and financial planning. Beyond tax season, the AA maintains organized records, assists with audits, and supports the overall efficiency of the tax department. The AA is entrusted with maintaining strict confidentiality regarding Firm and Client matters, ensuring the highest level of trust and integrity in all tasks. Through their contributions, the AA significantly enhances the organization’s operations and helps ensure its continued success.
Job Responsibility:
Processes incoming tax documents for clients by sorting and preparing files for scanning
Uses tax preparation software to conduct front-end verification of tax files
Assists with scanning and filing documents to maintain organized records
Assembles tax returns for paper or electronic distribution to clients
Sends tax returns and 1099 forms through e-file systems and follow up on acknowledgments
Assists with the preparation and distribution of engagement letters and tax organizers
Monitors due dates for client tax returns and projects, ensuring timely follow-up
Orders celebration and memorial gifts for staff and clients
Provides receptionist relief and administrative support as needed
Backs up new client setup and project setup as required
Supports partners with various administrative tasks as requested
Backs up front desk as needed
Requirements:
Associate’s degree (A.A.) or equivalent from a two-year college or technical school and a minimum of four years of related experience or an equivalent combination of education and experience
Proficiency with Microsoft Office programs, especially Word and Outlook
Experience and knowledge of accounting software programs such as Karbon, Ultra Tax, Engagement Manger, and Go File Room preferred
Organizational skills with the ability to prioritize work assignments
Excellent written, proofreading, problem solving, and oral communication skills
Applicants must be currently authorized to work in the United States on a full-time basis
Required to sit for long periods
Extensive computer, keyboard, and mouse use
Occasionally required to lift and/or move up to 25 pounds
Nice to have:
Experience and knowledge of accounting software programs such as Karbon, Ultra Tax, Engagement Manger, and Go File Room
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