Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- 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
Requirements
- 5+ years Administrative Experience; experience in a Tax Practice is a plus
- Intermediate to Advanced Excel. More importantly, the ability to be resourceful in learning Excel features and formulas
- Intermediate to Advanced Power Point and Word
- Technology Savvy
- Great interpersonal skills
- Skilled at managing upwards
Ready to Apply?
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