Tax Administrative Assistant

Qualifications
High school diploma required
Minimum of three (3) years' experience in an administrative role required
Prefer previous experience in a professional services organization
Excellent working knowledge of Microsoft Word, including tables and graphs
Proficient in the use of Microsoft Outlook, Microsoft Excel, Adobe and other software applications
Excellent spelling, organizational and analytical skills required
Excellent verbal and written communication skills
Ability to meet strict deadlines
Strong attitude of professionalism and teamwork
Responsibilities
Job Summary: Work with tax Lead Office Administrator, partners and members of the tax team to provide support in day-to-day operations of various clerical and administrative duties
Actively live out and promote the firm’s core values HT3 and service standards
Responsible for transmission of e-file returns and status of returns, including communication on stale and/or outstanding returns
Prepare extensions, as requested
Assist assigned Partners and Managers in various administrative duties
Update firms management system (Practice Engine) for projects, clients, rollovers, and to close and open all jobs
Log and maintain offsite files
Prepare client letters and correspondence as instructed by staff, managers and partners
Fill in as backup and serve in the rotation for the front desk switchboard
Prepare informational reports as requested
Assist with scheduling tax CPE training events and requests and tracking the tax CPE budget
Assist with preparation of various reports and presentations
Process expense reports for partners as requested
Assist with special projects as assigned
While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 20 lbs
Job description
Job Summary: Work with tax Lead Office Administrator, partners and members of the tax team to provide support in day-to-day operations of various clerical and administrative duties. Core job duties will include but not limited to:
• Actively live out and promote the firm’s core values HT3 and service standards.
• Responsible for transmission of e-file returns and status of returns, including communication on stale and/or outstanding returns
• Prepare extensions, as requested
• Assist assigned Partners and Managers in various administrative duties
• Update firms management system (Practice Engine) for projects, clients, rollovers, and to close and open all jobs
• Log and maintain offsite files
• Prepare client letters and correspondence as instructed by staff, managers and partners
• Fill in as backup and serve in the rotation for the front desk switchboard
• Prepare informational reports as requested
• Assist with scheduling tax CPE training events and requests and tracking the tax CPE budget
• Assist with preparation of various reports and presentations
• Process expense reports for partners as requested
• Assist with special projects as assigned

Qualifications
• High school diploma required
• Minimum of three (3) years' experience in an administrative role required. Prefer previous experience in a professional services organization.
• Excellent working knowledge of Microsoft Word, including tables and graphs
• Proficient in the use of Microsoft Outlook, Microsoft Excel, Adobe and other software applications
• Excellent spelling, organizational and analytical skills required
• Experience in a paperless accounting software preferred
• Excellent verbal and written communication skills
• Ability to meet strict deadlines
• Strong attitude of professionalism and teamwork

Physical Demands

While performing the duties of this job the employee will regularly be required to sit, stand, reach, walk, drive, kneel, crouch, crawl and lift and/or move up to 20 lbs.