Administrative Assistant

Mercadien Consulting LLC-posted about 21 hours ago

Full-time • Entry Level

Hybrid • Hillsborough Township, NJ

101-250 employees

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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.

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

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

Proofreading experience or certification preferred

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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