Oversee, coordinate, and assist with assembly of tax returns, preparation of Forms 1099 and W-2, e-filing of tax returns and extensions, address electronic filing rejections as needed, including the use of online and other research tools to determine various federal and state filing requirements
Technical and administrative maintenance of XCM, virtual client tracking system
Oversee I-Channel, Practice Management, Outsourcing/Xpitax
Update and manage tax software, assist with software implementation, assist with data maintenance and cleanup
Coordinate the mass mailing for firm of annual tax organizers and business information requests which the clients use to gather their tax information
Provide support to clients who use online method to gather their tax information, which includes emailing clients to provide access to the online tax notebook, answering client questions and processing/downloading information onto our network
Tracking of Tax Return Due Dates and other deadlines
Maintain database of all our clients, the forms they file and each form's due date
Print and create reports
Monitor project due dates to ensure all work is completed in a timely manner.
Communicate deadline and workload conflicts to partners as needed to ensure timely completion of work.
Responsible for updating filing instructions, ordering IRS forms
Oversee scanning of client files
Work with partners to standardize office procedures, systems, and forms to bring efficiency to the tax assembly process.
Recommend system revisions and implement new forms and procedures as necessary.
Training Assist with recruiting of new hires of tax processing group
Train new and existing staff on software programs (e.g., XCM)
Present busy season administrative procedures to firm on an annual basis
Interface with staff, clients, and vendors regarding various tax software products
Other Administration Enforcing policies, helping to improve procedures, etc.
Coordinate department projects and tasks
Share and transfer knowledge and skills to other members of the administrative support team. Train others to back up this role.
Work with internal team to provide an exemplary client experience internally and externally.
Accurately maintain electronic and paper files.
Ownership/maintenance of client information and data related to the department in firm software tools including iChannel, XCM or other software programs.
Phone and reception support for lunches and other coverage needs.
Assist with various projects and other administrative functions as requested
Requirements
2-5 years’ experience supporting a professional services or other service focused business in an administrative role.
Demonstrated self-starter with the ability to delegate and prioritize workflow, multi-task and taken ownership of projects, as well as perform job requirements with minimal supervision and ensure quality and timely delivery
Attention to detail, neat, organized, and creative
Ability to supervise
Ability to work independently but is not afraid to ask questions
Assertive and client/service-oriented
Ability to give and handle constructive feedback and learn from it
Must be proactive and confident - ability to think on your feet
Team player attitude
Detail oriented and improvement focused
Strong knowledge of MS Excel, Word, PowerPoint and Adobe
Ability to work under deadline pressure
Flexibility to change direction frequently
Ability to recognize and protect confidential and sensitive information and exercise strict discretion when disseminating or sharing information
Openness to sharing knowledge with other members of the admin team
Positive energy and professionalism, on a daily basis
Actions support the “Culture of Helpfulness” and “Continuous Improvement” Core Values
Ability to work overtime, including Saturdays, during peak busy seasons
Solid writing and oral communication skills
Proficient with Microsoft Office including Outlook and Adobe.
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