Tax Administrative Assistant

This position is responsible for performing professional and administrative work to support the tax department. This position will require extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects in a fast-paced environment with a high level of focus on quality, accuracy and confidentiality in all work products.

Essential job functions include:

  • Provide efficient and professional administrative support to the tax department
  • Scan client documents, handle shredding and/or proper document return of sensitive information
  • Basic data entry
  • Notate incoming client data and pass along to various staff members
  • General administrative tasks: scanning, shredding, sorting, ordering supplies, etc.
  • Maintain professional appearance, presentation, and communication
  • Communicate effectively with clients and vendors
  • Perform other duties as assigned by the Director of Tax Operations

Preparation, Knowledge, Skills and Abilities

  •  Able to work in an environment with many interruptions and multitask with composure
  • Highly organized and efficient with strong attention to detail
  • Very strong written and verbal communication skills
  • The candidate must be highly professional and have a focus on customer service
  • Must be comfortable with technology and a paperless environment
  • Strong familiarity with Microsoft Office, Adobe Acrobat or other PDF editor software and PC Computing
  • Detail and deadline-oriented with strong organization skills
  • Dependable and takes ownership of responsibilities
  • Ability to work independently and in a team environment
  • Flexibility to work additional hours during peak periods of the year

Education & Experience include:

  • Associate’s Degree, Bachelor’s Degree or equivalent
  • 2-3 Years professional office or similar experience
  • Prior administrative support experience (prior public accounting experience a plus)
  • Knowledge of CCH Axcess Suite, Prosystem fx software and ShareFile a plus

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