Tax Administrative Assistant

CBIZ•Merrimack, NH

6d•Onsite

About The Position

This role provides essential administrative support to Managing Directors/Directors and professionals in the Merrimack office, focusing on tax and advisory document management. The position also involves supporting the national tax processing pool and ensuring the accuracy and clarity of various client and internal documents. The assistant will manage office supplies, assist with client communication, and provide backup support for various administrative tasks.

Requirements

High School Diploma or GED
3 years relevant work experience in an office environment and preferably performing as an administrative assistant
Proficient use of applicable technology
Advanced computer skills in Word, Excel, PowerPoint, and Outlook
Ability to manage multiple projects and deliverables simultaneously
Excellent written/verbal communication skills and use of grammar
Excellent organizational skills and attention to detail
Ability to adapt to a changing environment
Ability to follow standard procedures
Ability to work cooperatively with others
Ability to build relationships and trust with internal and external clients and other key stakeholders

Nice To Haves

3 years of administrative assistant experience in a professional services firm; experience supporting a CPA is preferred.
Strong knowledge of Microsoft Office package including Word, Excel, and PowerPoint.
Experience with GoFileRoom and Prosystem Axcess is a plus.
Strong verbal and written communication skills.
Desire and ability to work in a very fast-paced environment with ability to work extended hours as required.

Responsibilities

Assist Managing Directors/Directors and professionals in the Merrimack office with their business and administrative needs as it relates to tax and advisory document filing, scanning and copying.
Assist in the national tax processing pool as scheduled.
Composes, proofreads, and reviews routine correspondence including tax returns, engagement letters, IRS correspondence and other documents as requested, ensuring accuracy and clarity of final copy.
Prepare, type and edit correspondence, client invoices, engagement letters and statistical information (including Excel spreadsheets and Power Point presentations).
Assists with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns and other tasks.
Running of weekly office reports and coordinating regional tracker efforts.
Assists with processing returns for filing in all federal and state tax jurisdictions.
Arranges for courier and overnight services.
Coordinate process for year-end delivery of organizers and engagement letters to clients.
Continually develops and maintains the client information tracking system.
Will assist in replenishing and maintaining inventory of office stationery and general office supplies including office coffee service.
Help with the setup/clean-up of office lunches as needed.
Assist with answering phones for receptionist (on “as-needed” basis).
Provide back-up support for bank deposits.