Tax Administrative Assistant

Tax Administrative Assistant
Job description
Arcadia Tax is a rapidly growing tax practice that has completed two acquisitions. The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to the firm’s prospects and clients.

The Tax Administrative Assistant (TAA) will be responsible for

We have two office locations: Manchester, NH and Andover, MA.

JOB DUTIES:

DAILY

• Give general Administrative support to tax team
• Follow up with Projects/Assignment tasks in Office tools make sure team is on track
• Set up new clients in all systems
• Update client info update in all systems
• Coordinate executive communications between clients and the business, including taking calls, responding to emails, and interfacing with clients’ messages to the appropriate team member and management
• Schedule meetings or telephone conferences between clients and TAX management
• Manage Client info Database
• Manage EMAILS
• Manage Project Management Software – OFFFICE TOOLS
• Manage WORKFLOW STATUS in Office tools from START TO COMPLET STATUS.
• Responsible for creating/ finalizing processes for Tax team and recording it in Microsoft OneNote
• Record notes from every client conversation in the PMS/CRM
• Maintain an organized, compliant, and efficient e-filing system- PRO SERIES
• Assist with copying or scanning as requested by the team
• Responsible for billing and payments
• Sort and distribute all incoming emails and mail as needed
• Monitor portal for incoming documents sent by clients, and updating accordingly
• Monitor scanned/faxes files and DocuSign files
• Monitor payments made through Portal
• Monitor voicemail and directing accordingly

WEEKLY

• Attend weekly staff and tax planning meetings
• Report weekly activities on outstanding tax business
• Ensure pending tax business is efficiently being processed
• Generate reports/auditing and monitoring reports from OFFICE TOOLS
• Follow up as needed with clients or accountants about missing docs/info
• Audit online client forms for new clients and client info update, maintaining all security protocols

MINIMUM REQUIREMENTS:

• Bachelor’s degree
• At least 1 year experience in administrative assistance
• Excellent written and oral communication skills
• Ability to organize, prioritize, and solve problems
• Exceptional computer skills

STRONGLY PREFERRED:

• At least 1 year experience in tax office admin
• Proficiency with multiple tax software, as well as Microsoft Office
• Reliable transportation to and from our Manchester, NH and/or Andover, MA office locations
• Flexible schedule availability during tax season to ensure our clients and tax team are supported throughout

PERSONAL SKILLS

• Ability to interact and work closely with clients to answer questions or to collect necessary information for tax service requirements
• Extremely organized
• Ability to work in a faced-paced environment
• Willingness to cope with changes
• Must be a positive contributor to the team by supporting and executing projects and be a strong team player who wants their voice heard and is receptive to constructive feedback
• A history of building relationships with clients and colleagues

About Arcadia Financial / Arcadia Tax:

Arcadia Financial is a retirement planning firm that offers the services and experience of a family office. That is, we provide coordinated financial planning, tax, and legal services under one roof through our affiliated entities and partners. Arcadia Tax is our tax preparation and tax planning division that specializes in filing for individuals, families, small business owners, trusts, and more. Our divisions are affiliated but legally segregated business entities so clients can pick and choose how much to engage. That said, the true power of our model is best realized when clients utilize all services to gain the benefits of a truly integrated set of financial services.

Our Culture:

• We believe in a strong work ethic in a fun and collaborative office culture
• Collaboration is what makes a healthy team
• We believe work life balance is important, and strive to ensure a healthy balance between work and home for all team members
• We are our clients’ biggest fans and work relentlessly to support their stated goals and objectives
• We reject traditional corporate culture and strive to foster a fun, healthy, and supportive environment for our staff
• In addition to supporting professional development, we actively sponsor and facilitate team building, staff wellness, organized sports, and charitable giving

Our Mission Statement:

• Challenging you to fearlessly live like every day is Saturday.

Our Core Values:

• Always do the right thing
• It takes a little more to be a champion
• We are a SEAL team
• Make every client experience special and shareworthy

Job Type: Full-time, In-Person

Salary: $50,000 - $55,000 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday
• Increased hours during tax season

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Ability to Relocate:

• Andover, MA 01810: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $55,000