What are the responsibilities and job description for the Tax Processor/Administrator -(Boca Raton) position at Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG?
We are currently looking for an Tax Processor/ Administrator for our Boca Raton Accounting office.
The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide administrative support to the tax partners and accountants. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
RESPONSIBILITIES
- Support Tax Partners including calendar management and scheduling of client meetings in person, via telephone or virtually.
- Process and/or create various client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondences.
- Communicate with clients regarding documentation requests and answer general questions
- Assists with general office duties, including ordering of supplies, distribution of mail, answering of phones, scanning and faxing.
- Responsible for maintaining a client database and onboarding of new clients.
REQUIREMENTS
- Team player that has strong communication and organizational skills
- Ability to multi-task and exercise good judgement and take ownership when dealing with task
- Travel Required to the post office, grocery store and restaurants
- Overtime and weekends required during peak times, as needed
- Strong computer skills including proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) are a must.
- Basic Knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management.
- Four plus years of administrative and tax processing experience at a public accounting firm
