This position provides high level administrative support for the Tax Team. We are looking for an experienced individual who is efficient and comfortable being a member of the team. This role will be vitally important to the success of day-to-day operations and organization of the department. The ability to multi-task, while maintaining complex schedules is essential in this position. The ideal candidate is resourceful, an excellent problem solver and very organized. Assuring completion of projects and assignments in a timely manner is key to success in this position. Independent judgment is required to plan, prioritize and organize the diversified workload.
Schedules and organizes complex activities such as meetings, travel, conferences and department activities for all members of the department.
Deliver tax returns, extensions and estimates in both electronic and paper format
Preparation of zero extensions in tax software
e-Filing of tax returns
Coordination of receipt of signed e-File authorizations
Preparing and proofreading correspondence to include client engagement letters and response letters to the IRS and various tax authorities
Possess a general understanding of invoicing and reporting in a professional services environment
Preparation of expense reports
Handling confidential correspondence and files and new client set up
Coordinating and managing workflow with the team
Managing due date reporting for meeting IRS/Tax authorities deadline
Management of partner prospects and leads
Reporting in various programs
Creation of reports in Microsoft Excel with the ability to format, create intermediate formulas, charts, and graphs
Support with processing of certified mail
Assist in front desk/receptionist rotation
Skillset:
Ability to analyze and revise operating practices to improve efficiency
Detail oriented and comfortable working in a fast-paced and time sensitive office environment
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