Tax Administrator ensuring efficient operations for a top CPA firm, providing administrative support across departments. Joining a dynamic team to maximize client opportunities.
Responsibilities
Provide high-level administrative support across multiple departments, acting as a backup for key personnel
Support the Tax practice with printing, mailing, document management, and client deliverables
Print and assemble physical deliverables
Organize and prepare client tax return copies for mailing or electronic delivery
Adhere to mailing policies and procedures
Coordinate outgoing mail, shipping, and tracking with internal teams
Scan, organize and save incoming Tax documents and mail
Check tasks into Workflow and assign appropriately
Communicate effectively with team members and departments to understand project needs and deadlines
Assist in organizing tax meetings and tax training sessions, including logistics, catering, and materials preparation
Provide support for special projects and additional tasks, as assigned
Requirements
High school diploma or equivalent; additional education or certification in office administration is a plus
Proven experience in a receptionist or administrative role, preferably in a fast-paced environment
Knowledge of tax-related terminology and procedures is advantageous
Proficiency in office software (e.g., Microsoft Office Suite) and familiarity with tax software is beneficial
Excellent communication and interpersonal skills
Strong organizational abilities with attention to detail
Professional demeanor and a customer-centric attitude
Ability to handle confidential information with discretion and integrity
Exceptional time management skills
Ability to multi-task and prioritize tasks effectively to meet deadlines
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
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