The Tax Administrative Assistant provides overall administrative support to the Tax service line and is responsible for organizing and preparing necessary documents for accountants as needed. They ensure tax returns, forms/reports, and various letters adhere to firm standards according to policies and procedures in place. Success Factors Responsibilities Responsible for tax processing (print and assemble of Corporations, Partnerships Individuals, Payroll, Non-Profit, Financial Institutions tax documentation, and more), scanning tax documents, and ensuring processes and firm standards are met Prepare organizers for distribution to clients Process engagement letters and other client-related documents Ensure all tax returns are processed in a timely manner and ensure that the due dates are met Electronically track and save returns according to firm guidelines Assist staff with office activities including typing, faxing, scanning, copying, communication with clients on a needed basis, scheduling travel, etc. Provide back up for front desk, including mail handling and UPS packages, and greet clients in a professional manner Provide exceptional customer service both internally and externally Work collaboratively to provide support to other team members in the firm Other duties as assigned, may be crossed trained People Management/Relationships Take initiative to be a team lead (proactively seek opportunities to help others) Treat everyone with respect Develop loyalty and trust within the team Successfully adapt to different personalities and working styles Proactively and effectively communicate information regarding status issues to team members Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions Business Growth (if applicable) Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success Qualification To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This job description is subject to change at any time and employee will be given additional responsibilities as assigned What makes RKL a dynamic professional services leader and an employer of choice in Pennsylvania? A focus on people, whether that’s earning the trust and respect of our clients, growing as people and professionals, serving our communities or forming bonds with colleagues. Our people are the best of us and they fuel RKL’s continued growth and success. Fostering a workplace culture that fulfills our team members both personally and professionally is central to the RKL mission. That’s why we offer robust learning and development, diverse career paths and experiences, abundant community service opportunities and social, team-building activities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees