Tax Administrative Associate

About the role

The Administrative Associate will provide clerical support by using administrative systems, procedures, and policies, and monitor and complete various administrative projects.

Responsibilities

• Manages multi-line telephone by answering phones, giving information to callers, taking messages, and transferring calls to appropriate individuals.
• Greets visitors by serving as a first point of client contact in-person and via phone.
• Operates office equipment, such as fax machines, copiers, scanners, binding equipment or phone systems.
• Arranges for repairs when equipment malfunctions.
• Aid in coordinating meetings including room scheduling, technical resources, and catering.
• Provides reception and office services support, such as mail, file, supply orders, and stocking kitchens as needed.
• Processes, e-files, and sends tax returns to clients.
• Receives and sends correspondence by mail, e-mail, client portals and fax.
• Aids in expense report submissions.
• Enters new client setup information into time and billing system.
• Prepares daily cash receipt deposits.
• Works sufficient hours in order to complete projects assigned.

Requirements

• High School Diploma, GED, or equivalent.
• Bachelor’s degree in Business Administration preferred.
• 3+ years of administrative experience in a professional service firm.
• Intermediate to advanced level Microsoft Office Suite experience.
• Displays superior verbal and written communication skills, including advanced knowledge of current grammar and punctuation standards.
• Capable of working and communicating effectively with professionals at all levels.
• Able to work and handle multiple projects/tasks with an attention to detail.
• Able to successfully multi-task while working independently or in coordination with other administrative or management professionals.
• Able to effectively utilize multi-line telephone system.

Qualifications

• Though largely a sedentary role, requires the ability to bend, lift, or stand as necessary.

Skills

• Superior verbal and written communication skills.
• Advanced knowledge of current grammar and punctuation standards.
• Effective multitasking and attention to detail.
• Ability to work independently or in coordination with others.
• Knowledge of multi-line telephone systems.

Benefits

• Full benefits package including: Medical, Dental, Vision, FSA and HSA options, STD/LTD, Firm-paid Life Insurance, and Supplemental Life, Critical Illness and Accident coverages.
• 401K Profit Sharing Plan with Pre-tax and Roth deferral options and employer match.
• Competitive compensation and annual merit considerations.
• Annual and engagement-based performance assessments.
• Firm-wide Peer Recognition and Rewards platform to support our culture of year-round positive feedback and communication.
• Flexible working options with generous PTO.
• Dress for Your Day” policy.

Pay

Competitive compensation and annual merit considerations.

Schedule

Flexible working options with generous PTO.

Company Culture

• Participation in professional and civic organizations is encouraged!
• Brown Edwards is proud to be deeply involved in many charitable organizations that give back to our communities.
• We offer reimbursements for some membership dues.
• Collaborative work groups or “niches” provide opportunity to work closely with Partners and Directors, allowing you to learn, grow, and build your career.

Equal Opportunity Employer

Brown Edwards provides equal employment to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.