Administrative Assistant

• Oversee the workflow of tax engagements and monitor deadlines to ensure timely submissions
• Prepare and assemble tax returns for individuals, corporations, partnerships, and trusts for review
• Process electronic filing submissions and track acknowledgments effectively
• Gather, organize, and scan client tax documents, including W-2s, 1099s, and K-1s
• Maintain accurate client records within tax software applications such as Lacerte, ProSeries, Drake, and UltraTax
• Communicate with clients to obtain missing information and secure necessary signatures
• Draft engagement letters, invoices, and assist with billing-related tasks
• Monitor the delivery of tax organizers and follow up with clients as needed
• Manage correspondence with relevant organizations and state agencies, including notices and transcripts
• Provide administrative and project-based support to tax preparers and CPAs

• At least 5 years of experience in administrative roles, preferably in tax or financial services
• Proficiency in tax software systems such as Lacerte, ProSeries, Drake, or UltraTax
• Strong organizational and time management skills to effectively track deadlines and workflows
• Excellent communication abilities for coordinating with clients and team members
• High level of discretion and professionalism in handling confidential financial information
• Familiarity with preparing tax-related documents and managing correspondence
• Ability to assist with data entry, receptionist duties, and other administrative tasks

Knowledge of filing extensions and tracking quarterly estimated taxes is a plus

• medical, vision, dental, and life and disability insurance
• eligible to enroll in our company 401(k) plan