Tax Administrative Specialist

Wipfli • South Portland, ME

115d

About The Position

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Requirements

• 1+ year of administrative experience in a professional services setting.
• Requires basic proficiency in Microsoft Word, Outlook, and Excel; knowledge of tax preparation software and Microsoft Teams is preferred.
• Requires clear, concise verbal and written communication skills, and accurate grammar usage.
• Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously.
• Ability to work flexibly under pressure and time deadlines, with great attention to detail.
• Ability to work with a diverse group of clients and employees, and maintaining a positive attitude towards work, the firm, and the team.

Responsibilities

• Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers.
• Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
• Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows.
• Assist with printing, mailing, scanning, and faxing, and reception tasks as needed.
• Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.

What This Job Offers

• Industry: Professional, Scientific, and Technical Services