Job description

Senior Administrative Assistant’s workloads include a wide range of activities with involvement in all phases of administration, personnel, facilities, and processes. Administrative Assistants work closely with the Firm Administrator and Partners on process integration, day-to-day operations of the firm, and project organization/assembly/delivery.

Responsibilities

• Organize, maintain, develop, and assist with workflow to ensure projects are accurate and moving efficiently.
• Work with Firm Administrator to consolidate procedures.
• Communicate with staff to ensure processes are being followed.
• Process outgoing mail, packages, and any other materials.
• Assembly of tax returns.
• Scan workpapers into tax software (CCH Axcess platform).
• Interface with clients coming into the office.
• Communicate with clients regarding workpapers and other information needed from tax staff.
• Utilize digital platforms to securely send/receive documents from clients.
• Organize digital and hard copies of client documents.
• Act as backup front desk administrative assistant.
• Maintain and order firm image for firm's printed materials.
• General office assistance and facility management.

Qualifications

• Bachelor's degree, preference in business and/or administration.
• Experience with maintaining and developing internal workflow of project lifecycle with respect to obtaining client information, administrative/tax processes, and project deliverables.
• Three (3) years of experience in administrative role, preferably in tax accounting setting.
• Experience in tax return assembly and organization.
• Use of CCH Axcess platform or close equivalent.
• Interpersonal skills interacting with both staff and clients.
• Ability to remain organized with large number of projects.
• Ability to learn new systems/processes and ensure they are implemented properly.

Benefits and Additional Notes

• Fulltime employees are eligible for medical, dental, and vision coverage.
• Short/long term disability.
• Group term life insurance.
• Fulltime on site during standard business hours.
• Extended hours required during tax season (February 1-April 15 and August 1-October 15).
• Eligible for bonus pay.