What are the responsibilities and job description for the Tax Administrative Supervisor position at Haskell & White LLP?
Pay Range: $70,000 - $100,000
Summary
Provides administrative support to the tax department, marketing department, and front desk in a manner that optimizes efficiency, resources, and client satisfaction.
Essential Duties And Responsibilities (Other Duties May Be Assigned.)
Support and assist the tax department by performing the following:
Summary
Provides administrative support to the tax department, marketing department, and front desk in a manner that optimizes efficiency, resources, and client satisfaction.
Essential Duties And Responsibilities (Other Duties May Be Assigned.)
Support and assist the tax department by performing the following:
- Process engagement letters / tax service agreements
- Prepare routine correspondence as requested and organize workload to comply with deadlines and priorities established by firm personnel
- Schedule appointments/meetings for partners, managers, and staff, including making necessary travel arrangements and proactively checking for meeting materials (i.e., agenda, presentation, food arrangements)
- Process, assemble & ship tax returns, extensions, and estimates
- Process client loads; set up codes in CCH Document & XCM
- Professionally interact and effectively communicate with partners, department managers, staff members, and referral sources
- Answer phones for office and relieve front desk as needed
- Assist the marketing department with events & presentations
- Assist with special projects as needed
- Oversee and manage the administrative team to ensure tasks are completed efficiently and accurately
- Train and mentor tax administrative staff, providing guidance and support as needed
- Conduct performance evaluations and provide feedback to administrative staff
- Ensure compliance with firm policies and procedures within the tax administrative team
- XCM
- CCH Practice Management
- CCH Document
Salary : $70,000 - $100,000
