Administrative Assistant
About The Position
The types of activities you will perform which are essential to your position are listed below. If you are unable to perform any of the tasks listed below or require accommodation to perform these tasks, please notify Human Resources. It is expected that you will be able to perform these tasks on a consistent basis, within a regular schedule and within deadlines. As an Administrative Assistant, you will report to the Tax Operations Manager and support our Tax Partner Group. As such it is an essential requirement of your position that you be able to do the following, with or without reasonable accommodation.
Requirements
- High School Diploma
- At least one year of general administrative experience
- Excellent communication skills
- Proofreading experience or certification preferred
- Must be available to work a minimum of 40 hours per work, between the professional hours of 9am and 5pm plus Saturday during busy season
- Must possess superior computer skills, knowledge of Microsoft Office programs (Word, Excel and PowerPoint) and must have adequate typing abilities
- Must be able to communicate clearly both verbally and in written format. A strong command of the English Language and grammar is necessary
Nice To Haves
- Proofreading experience or certification preferred
Responsibilities
- Provide a white glove experience for clients, ensuring their needs are met with the highest level of service
- Track engagement letter signings and handle client correspondence/POAs
- Provide training and assistance for client portals such as TaxCaddy, Box, and SSR
- Ensure timely and accurate delivery of client returns
- Prepare, write cards, ship, and track all client gifts, including those for new clients, new homes, new babies, or marriages
- Manage partner calendars, confirm appointments with clients, link relevant information, and research prospects
- Maintain the Tax Team closet, support other Admin Team members as requested, and provide backup support for team overflow
- Assist partners with various administrative tasks
- Responsible for scanning and organizing client documents
- Follow up on 8879 forms to ensure timely completion
- Manage client billing and collections processes
- Order lunches for client meetings and manage food setup/breakdown for tax client meetings or internal tax team meetings
- Provide regular reception coverage as necessary
- Assist with other Platinum Team responsibilities as needed
Benefits
- Hybrid policy (2 days in office or at client site)
- Highly competitive salaries and bonus programs
- Medical, dental, life, and long-term disability insurance
- Competitive 401K match
- Paid holidays, vacation and sick time
- Casual dress code: dress for your day
- Mentorship and training opportunities
- Internal committees and clubs
- Various social gatherings & events
- Strong focus on the Mercadien community
- Cutting edge technology
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
