The Tax Administrative Assistant provides overall administrative support to the Tax service line and is responsible for organizing and preparing necessary documents for accountants as needed. They ensure tax returns, forms/reports, and various letters adhere to firm standards according to policies and procedures in place.
Success Factors
Responsibilities
- Responsible for tax processing (print and assemble of Corporations, Partnerships Individuals, Payroll, Non-Profit, Financial Institutions tax documentation, and more), scanning tax documents, and ensuring processes and firm standards are met
- Prepare organizers for distribution to clients
- Process engagement letters and other client-related documents
- Ensure all tax returns are processed in a timely manner and ensure that the due dates are met
- Electronically track and save returns according to firm guidelines
- Assist staff with office activities including typing, faxing, scanning, copying, communication with clients on a needed basis, scheduling travel, etc.
- Provide back up for front desk, including mail handling and UPS packages, and greet clients in a professional manner
- Provide exceptional customer service both internally and externally
- Work collaboratively to provide support to other team members in the firm
- Other duties as assigned, may be crossed trained
People Management/Relationships
- Take initiative to be a team lead (proactively seek opportunities to help others)
- Treat everyone with respect
- Develop loyalty and trust within the team
- Successfully adapt to different personalities and working styles
- Proactively and effectively communicate information regarding status issues to team members
- Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; open to new ideas and suggestions
Business Growth (if applicable)
- Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success
Qualification
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Skills
- Excellent organization skills and strong attention to detail
- Multi-tasker with the ability to prioritize work accordingly
- Excellent verbal and written communication skills
- Ability to work autonomously under the pressure of tight deadlines and multiple priorities
Education, Experience and Certifications
- 2+ years’ experience in an administrative function
- Prior tax processing or professional services industry knowledge preferred
- Knowledge of general office methods and procedures, filing, telephone support, scanning and office equipment
- Ability to format information as requested in Excel, Word and PowerPoint and leverage internal systems
- Excellent attention to detail and deadlines with the ability to manage multiple projects at once
Essential Functions
- Regularly required to perform manual tasks, concentrate, think, learn, communicate, sit, stand, walk, use hands and fingers, grasp, handle or feel objects, reach with arms, talk and hear
- Must be able to remain in a stationary position as needed
- The person in this position needs to occasionally move about inside the office and on site at client locations, stoop, kneel, crouch, push and pull
- Vision abilities required include close vision, distance vision and the ability to adjust focus.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- Ability to communicate in a professional manner and exchange information with internal and external actors as needed
- Ability to lift/carry up to 20 pounds
- Ability to work outside of normal business hours and weekends as needed
- Ability to travel to local and non-local clients and events as needed, overnight travel may be required
- This job description is subject to change at any time and employee will be given additional responsibilities as assigned
Salary Range:
$20.00 - $25.00