Tax Department Administrative Assistant

HLB Gross CollinsAtlanta, GA
1dOnsite

About The Position

We are seeking an individual to join our Tax Administrative department in our Atlanta Office to support our tax department and handle other administrative duties within the firm as needed. Must be a proactive team player with a "can-do" attitude and the ability to multi-task. Must be professional with excellent communication and organizational skills. This individual will report to the Director of Tax.

Requirements

  • Ability to establish priorities, work independently, and proceed with objectives with little supervision
  • Excellent customer service skills; able to interact with clients in an efficient, courteous, and professional manner
  • Strong written and verbal communication skills
  • Detail oriented and thorough; able to see how the details fit into the bigger picture in a task
  • Ability to handle and resolve recurring problems with a positive attitude
  • Ability to learn new software quickly
  • Proficiency with Microsoft Office Suite
  • Maintains a positive/cheerful attitude
  • High School graduate or equivalent; Associate's or Bachelor's degree preferred

Nice To Haves

  • Experience with CCH Axcess, CCH e-filing, XCM solutions
  • 2+ years of experience with corporate/personal tax preparation

Responsibilities

  • Responsible for scanning, organizing, managing and processing tax workpapers using TaxCaddy and SurePrep
  • Responsible for sending out tax organizers, engagement letters
  • Process and send tax returns, extensions, and miscellaneous forms in accordance with governing agency filing requirements and internal standard operating procedures, in both paper and electronic format
  • Ensure client satisfaction
  • Monitor due date lists and e-file status
  • Assist in maintaining databases and client records
  • Support tax staff with additional tax administrative duties as assigned
  • Other office support and administration
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