Tax Administrative Assistant

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.