What are the responsibilities and job description for the Professional Assistant position at SAX?
At Sax LLP, we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team-member-driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!
Essential Duties and Responsibilities:
A non-inclusive list of duties and responsibilities is outlined below. This list is only a guideline of what to expect in the position. New duties and responsibilities may develop as the position and employee evolve and the job description will change accordingly. This is a Non-Exempt position.
We are currently seeking a full-time Professional Assistant for the Shared Services Department, reporting to the Manager of Administration. This role requires on-site presence in the NYC office, with work-from-home requests subject to approval by the Manager of Administration.
Responsibilities:
• Type, proofread and format all types of correspondence and Tax Arrangement Letters for the Firm.
• Prepare FedEx and Certified mailings when requested.
• Save all returns, reports, documents and forms to the Firm’s document managing system (GFR), and route workflows when appropriate.
• Create barcode pages for source documents to be scanned into GFR.
• Process and finalize monthly billings and retainers to clients.
• Provide backup to Tax Processing and E-File teams as necessary:
• Experience with GFR, CCH Axcess, and SafeSend is preferred for technical support.
• Business or Business Casual attire is required at all times.
Qualifications:
Maintains confidentiality in all aspects of position. Maintains the ability to use grammatical, spelling and punctuation skills effectively. Must have excellent organizational skills and the ability to multi-task. Possesses excellent interpersonal skills as well as a cooperative and dependable personality.
• Proficiency in Microsoft Office, specifically Word, Excel, Outlook and Teams, is required.
• Prior experience in a Tax/Accounting firm is strongly preferred.
• Must be able to type a minimum of 60 WPM.
• Must be able to sit for extended periods of time.
• Expected workweek is 37.5 hours, 8:30-5:00 Monday – Friday.
• Vacation blackouts, OT and availability on Saturdays required from Feb. 15th – April 15th, and Sept. 1st – Oct. 15th.
Comprehensive Benefits Package includes:
- Generous Paid Time Off and Holidays
- Paid Volunteer Day
- Health and Wellness Initiatives and Incentives
- Medical, Dental, Vision and Life Insurance
- Short- and Long-Term Disability
- Flexible Spending Accounts
- Tuition Reimbursement for Advanced Degrees
- 401K Plans with Sax Matching Contribution
- Summer Fridays
- Employee Referral Bonus
- Firm-Sponsored Events and much more!
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.
