Administrative Assistant - Hybrid
About The Position
Founded in 1983, WilkinGuttenplan is a leading accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. We are currently seeking an experienced Administrative Assistant who can add value to our growing administrative department. This individual will serve as a key contributor to the daily activity of our firm’s leadership by working directly with our partners, managers, accounting staff, administrative, audit, and tax team. In this role, you will be required to work on a wide-range of assignments but will primarily focus on accounting and communication tasks along with managing daily office activities. We are looking for a well-versed individual who exhibits excellent interpersonal, communication, and organizational skills.
Requirements
- Minimum 3+ years of administrative experience.
- Must be flexible with hours and available to work some overtime as needed.
- Mandatory 3 day in office work week (More as need during busy season).
- Overtime hours may be required during busy season (January through April including some Saturdays, depending on workflow as well as September & October major deadlines).
- Strong attention to detail, proofreading, and problem-solving skills.
- Ability to prioritize multiple assignments, manage interruptions, and shift priorities with ease.
- Ability to maintain a professional demeanour in a fast-paced, deadline-oriented environment.
- Ability to exercise complete confidentiality while working with sensitive information.
- Energetic team player with a positive attitude.
- Proficient in the use of Microsoft Word, Excel, Outlook and Adobe; Go File Room, CCH, ProSystem Fx a plus.
- Excellent verbal and written communication skills.
Nice To Haves
- CPA or professional services firm experience preferred.
- Notary not mandatory but would be a bonus.
- Proficient in the use of Microsoft Word, Excel, Outlook and Adobe; Go File Room, CCH, ProSystem Fx a plus.
Responsibilities
- Assemble and process tax returns for both electronic and hard copy delivery to clients.
- Compose and continuously update client proposals and engagement letters.
- Arrange spreadsheets and miscellaneous reports as requested.
- Assist with drafting new client forms.
- Assist with processing of engagement letters.
- Assist the CIRA Depts. as need for administrative tasks such as client fees, client records and workflow processing).
- Draft Power of Attorney, Installment Agreements, etc.
- Process 1099’s.
- Process IT 204 LL’s.
- E-Filing.
- Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
- Manage GoFileRoom (GFR) tax workflows, rollovers, and tracking as deadlines approach.
- Collaborate with the administrative team to ensure daily workflow is being effectively handled.
- Diligently review and notarize documents (Notary not mandatory but would be a bonus).
- Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc.
Benefits
- We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
- We offer a competitive salary and benefits package, including Unlimited Work Options, generous PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more!
- Our collaborative work environment is strongly committed to your professional growth and success
- We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm
- We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms to Work For, and many more!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
