Temporary Tax Administrative Assistant

Baker Newman NoyesPortland, ME
4d

About The Position

If you're looking for a rewarding opportunity in a professional atmosphere with immense positivity , incredible talent, and exciting potential, then Baker Newman Noyes is the place for you. The Temporary Tax Administrative Assistant is the ideal role for a person who thrives working within a team. A successful candidate will have a passion for helping clients, superior attention to detail, and an understanding of the importance of clear communication. This role will begin immediately through April 15 th . Possible overtime including weekends.

Requirements

  • Associate degree preferred; high school diploma required
  • Experience with all MS Office applications including Word, Excel, PowerPoint, and Outlook
  • Strong organizational skill and attention to detail
  • Effective oral and written communications skills
  • Experience working with and maintaining confidentiality
  • Dependable and punctual

Nice To Haves

  • Experience with Industry related software preferred but not required, CCH ProFx, Go File Room, SafeSend, CaseWare

Responsibilities

  • Manage Engagement Letters (ELs): Download ELs that did not upload via automation
  • Track and confirm receipt of ELs
  • Update signers and resend ELs as needed
  • Handle client disengagement requests promptly
  • Add and maintain GFR workflows
  • Return client documents
  • Process and deliver simple 1040 returns
  • Manage zero-due extensions
  • Generate and review due date reports
  • Perform CaseWare roll forwards
  • Assist with payroll preparation and processing
  • Restock processing room supplies (e.g., envelopes)
  • All other duties as assigned
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service