Tax Office Administrative Specialist

Olsen Thielen & Co.•Eden Prairie, MN

11d•Onsite

About The Position

Olsen Thielen & Co., Ltd., a progressive 100+ year-old local CPA firm with offices in Roseville & Eden Prairie, MN, is seeking a full-time, talented, enthusiastic Office Administrative Specialist to join their team. This individual will work full-time hours Monday through Friday with some Saturdays during the tax season as needed in their Eden Prairie office. From time to time, they may need to work, attend training, or attend meetings in their Roseville office. In this role, you are responsible for providing administrative support to the tax department to fulfill the needs of clients. This position would be an in-office role. The Office Administrative Specialist will be part of an integrated team to provide client service and administrative support. The person in this position will deliver timely, accurate, and courteous quality service to internal clients and firm personnel. They must be able to manage multiple projects, undertake a variety of day-to-day office tasks, and anticipate needs while delivering exceptional service.

Requirements

Microsoft Windows and Office Products (daily use)
MS Word
MS Excel
MS Outlook
MS PowerPoint
MS Teams
Adobe, and other Products
High school degree or equivalent experience is required
Must be detail oriented and strong writing skills
Organized with the ability to prioritize and multi-task
Excellent decision-making and problem-solving skills
Communicate effectively in both written and verbal capacities
Team player and flexibility able to adjust to changing priorities
Candidates who are fully authorized to work in the U.S. without the need for current or future sponsorship.

Nice To Haves

CCH Access and Autoflow experience preferred
One or more years of related administrative support experience working in a CPA firm is preferred
Associates degree is preferred

Responsibilities

Final assembly of personal and business tax returns by mail, pick up and electronic delivery
Prepare and e-file tax extensions
Proactively manage database and workflow systems to ensure accurate maintenance of client data
Respond to client needs on behalf of tax teams as needed to assist in time and workflow management
Organizing and scanning client documents
Track and manage tax e-file deadlines
Tax form management, collect and process in a timely manner
Photocopy, scan and file
Maintain client logs
Process of incoming and outgoing mail
Schedule client meetings
Assist with other company administrative functions as requested
Prioritizes and is resourceful in completing tasks through multi-tasking and utilizing creative thinking
Works well with time sensitive projects and adaptable to specific deadlines
Leads with strong communication and demonstrates effective interpersonal skills
Drives change and efficiencies within the team
Completes and manages workflow functions with the ability to expand with experience
Possesses strong technology skills with an ability to adapt to changes and new programs
Understands and can support all administrative functions within a group and an office
Produces quality, professional internal and client-facing documents
Implements firm and office processes and procedures with direction from a supervisor
Participates in local, regional, and firmwide teams to serve our clients
Provides support by being a team player for other Office Administrative Specialists when they are out of the office by covering their duties and responsibilities