Tax Office Administrative Specialist

Duties And Responsibilities

• Final assembly of personal and business tax returns by mail, pick up and electronic delivery
• Proactively manage database and workflow systems to ensure accurate maintenance of client data
• Respond to client needs on behalf of tax teams as needed to assist in time and workflow management
• Organizing and scanning client documents
• Track and manage tax e-file deadlines
• Tax form management, collect and process in a timely manner
• Photocopy, scan and file
• Maintain client logs
• Schedule client meetings
• Assist with other company administrative functions as requested

Additional Job Responsibilities

• Prioritizes and is resourceful in completing tasks through multi-tasking and utilizing creative thinking
• Works well with time sensitive projects and adaptable to specific deadlines
• Leads with strong communication and demonstrates effective interpersonal skills
• Drives change and efficiencies within the team
• Completes and manages workflow functions with the ability to expand with experience
• Possesses strong technology skills with an ability to adapt to changes and new programs
• Understands and can support all administrative functions within a group and an office
• Produces quality, professional internal and client-facing documents
• Implements firm and office processes and procedures with direction from a supervisor
• Participates in local, regional, and firmwide teams to serve our clients
• Supports other Office Administrative Specialists by covering their duties and responsibilities when out of the office

Competencies Required

• MS Word
• MS Excel
• MS Outlook
• MS PowerPoint
• MS Teams
• Adobe, and other Products
• CCH Access and Autoflow experience preferred

Minimum Job Requirements

• One or more years of related administrative support experience working in a CPA firm is preferred
• High school degree or equivalent experience is required
• Associates degree is preferred
• Must be detail oriented and strong writing skills
• Organized with the ability to prioritize and multi-task
• Excellent decision-making and problem-solving skills
• Communicate effectively in both written and verbal capacities
• Team player and flexible to adjust to changing priorities

Pay

The starting hourly rate range for this position is $22.00 to $28.00 based on factors like experience, qualifications, and organizational needs.

Benefits

• Comprehensive benefits package including medical, dental, vision, disability, life insurance, paid time off, holidays, 401(k) with employer contributions, profit sharing, and more

About the Role

Olsen Thielen & Co., Ltd. is a progressive 100+ year-old local CPA firm with offices in Roseville & Eden Prairie, MN. We are seeking a full-time, talented, enthusiastic Office Administrative Specialist to join our team.