Tax Administrative Assistant

Responsibilities

• Supports partners and managers with administrative functions as appropriate (includes calendar maintenance, expense reporting, time entry, and travel arrangements)
• Supports daily operations of the Firm and Service Line (includes ordering supplies, mail/Fed-Ex, filing, errands, catering, event planning, receptionist coverage, and other duties as appropriate)
• Acts as a knowledge resource for:
• Firm’s business and service lines, including services offered outside of Tax
• Physical building/office
• Administrative hardware and software to support daily functioning of the Firm (hardware includes copy machines, scanners, and supplies)
• Administrative processes
• Affords assistance with new client set-up
• Drafts annual engagement letters and tracks signature status
• Responsible for electronically filing tax returns & extensions
• Responsible for billing, which includes proactive billing by analyzing Work In Progress (WIP) and reviewing fixed fee engagement letters
• Maintains/updates administrative client data within tax systems
• Captures and coordinates client disengagements/deactivations
• Attends and participates in internal meetings and client meetings as needed
• Maintains a positive attitude and works cooperatively in teams to provide quality service to clients
• Maintains open communication with management regarding the progress of completion on projects

Qualifications

• Undergraduate degree required
• Knowledge of Microsoft and Outlook
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational and prioritization skills