Tax Administrative Assistant

Responsibilities

• Assists in organizing and coordinating arrival of client documents with Tax Scheduler so that projects can be assigned to Tax Preparers
• Sorts and scans work papers into CCH Autoflow and routes to Tax Preparer after verification is received
• Prints and assembles tax returns and uploads electronic copies to paperless document storage program
• Transmits documents, such as PDF copies of return, estimated payments, etc. as requested by Tax Signer to clients using ShareFile, secured document software
• E-Files tax extensions and tax returns by exporting, releasing, and monitoring progress through Tax E-File Software
• Assists in resolving E-File rejections or issues by contacting Preparer/Signer/Tax Operations Supervisor and ultimately Tax Software vendor
• Confers with clients by telephone to relay pick-up/delivery status of tax returns, and collection of client-signed arrangement letters or E-File authorizations
• Prepares and returns original tax documents to client
• Tax Return due date tracking system reporting and updating for extensions and current return status
• Helps with preparing tax arrangement letters and updating mail merge spreadsheet as directed
• Assists in generating annual Individual Tax Organizers and mails them to clients
• Backup to Baton Rouge Office Administrator and Front Desk Team Member
• Assists in preparing correspondence, books travel arrangements, generates check requests, prepares mail, books conference rooms and coordinates meetings for Tax Department
• Maintains tax supplies and orders as needed
• Transmits confidential documents as directed through ShareFile, a secured website
• Backup for answering phones, directing calls appropriately and taking messages
• Completes other administrative duties as assigned to assist with office duties

Qualification

• Preferred an Associate’s Degree or Equivalent from two-year college or technical school
• Minimum of 2-4 years of experience in a similar role
• Prior experience with a CPA firm is preferred

Required Skills

• Tax Software Experience
• Experienced in MS Office products (Word, Excel, and Outlook)
• Adobe
• Strong written and verbal communication skills
• Strong organizational skills
• Ability to multitask
• Strong time management skills with the ability to manage constantly changing priorities
• Detail oriented
• Ability to champion standard processes and procedures, by providing or receiving support from other office locations
• Strong sense of urgency
• Ability to work independently and with minimal supervision
• Easily adapts in a fast-paced, changing environment

Travel and OT Requirements

• 5-10% Travel Required
• Occasional OT Required during busy season and/or around deadlines