Administrative Assistant

Mercadien Consulting LLC • Hillsborough Township, NJ

8h • Hybrid

About The Position

The Administrative Assistant will report to the Tax Operations Manager and support the Tax Partner Group. This role is essential for providing a white glove experience for clients, ensuring their needs are met with the highest level of service. The position involves tracking engagement letter signings, handling client correspondence, providing training and assistance for client portals, and ensuring timely and accurate delivery of client returns. Additionally, the role includes preparing, writing cards, shipping, and tracking client gifts. The Administrative Assistant will also manage partner calendars, maintain the Tax Team closet, support other Admin Team members, and provide backup support for team overflow. Operational tasks include scanning and organizing client documents, following up on 8879 forms, and managing client billing and collections processes. Miscellaneous duties involve ordering lunches for client meetings, managing food setup/breakdown, providing reception coverage, and assisting with other Platinum Team responsibilities.

Requirements

• High School Diploma
• At least one year of general administrative experience
• Excellent communication skills
• 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 (3 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED