Accounting Assistant/Analyst

Job Summary:

We are looking for a highly organized and detail-oriented Tax Administrative Assistant to join our tax department. This role will be a client relationship manager using our client portal, provide administrative support to the tax team, assisting with various tax-related tasks, managing documents, scheduling meetings, and ensuring the smooth operation of daily tax functions. The ideal candidate will have strong organizational skills, a proactive attitude, and an understanding of basic tax processes.

Key Responsibilities:

• Team Collaboration:
  Work closely with tax professionals to ensure tasks are completed efficiently and deadlines are met. Support team members with ad-hoc administrative tasks as required.
• Client Interaction:
  Communicate with clients and third parties to request information and documents needed for tax processing. Ensure timely follow-up to gather required data.
• Document Management:
  Organize, maintain, and file tax-related documents, forms, and records, ensuring accuracy and compliance with regulatory standards. Assist with preparing documents for audits, tax filings, and reviews.
• Data Entry & Maintenance:
  Input and update tax data into systems or spreadsheets, ensuring accuracy and completeness of information. Help maintain electronic and physical filing systems for tax records.
• Tax Filing Support:
  Assist with preparing tax return documentation by gathering and organizing necessary supporting documents within CRM & client portal. Help in the collection of client information and other materials required for tax filing.
• Research Assistance:
  Conduct basic research on tax-related topics as needed. Assist the tax team in gathering information regarding tax laws, regulations, and forms.
• Tax Payment Processing:
  Assist in managing tax payment deadlines, ensuring that payments are made on time and filing requirements are met. Help with tracking and reconciling tax payments.
• Administrative Support:
  Provide general administrative support to the tax team, including scheduling meetings, managing calendars, and handling correspondence. Ensure timely communication between team members and external stakeholders.
• Office Organization:
  Help maintain an organized work environment by ordering supplies, managing office inventory, and ensuring the smooth operation of office equipment and systems.

Skills & Qualifications:

• Technical Skills:
  Proficiency in Microsoft Office Suite especially Excel. Familiarity with remote desktop environment, accounting or tax software (e.g., QuickBooks, Proseries, Drake, etc.) is a plus.
• Confidentiality:
  Ability to handle sensitive and confidential information with discretion and professionalism.
• Organizational Skills:
  Strong organizational skills with the ability to manage multiple tasks simultaneously and prioritize effectively. High attention to detail and accuracy is essential.
• Communication Skills:
  Excellent verbal and written communication skills. Ability to interact with clients and team members in a professional manner.
• Time Management:
  Ability to meet deadlines, manage a high volume of tasks, and work under pressure. Track time and billings to clients.
• Experience:
  1-2 years of administrative experience, preferably in a tax or accounting environment. Experience in an office setting with exposure to financial or tax-related work is desirable.
• Educational Background:
  A high school diploma is required; an associate degree in business, accounting, or a related field is preferred. Prior coursework or experience in tax and accounting-related areas is a plus.

Preferred Qualifications:

• Ability to work independently and in a team environment.
• Strong problem-solving skills and a proactive approach to work.
• Knowledge of tax terminology, forms, and processes is a plus, but not required.

What We Offer:

• Competitive salary and benefits package.
• A supportive and collaborative team environment.
• Opportunities for growth and development within the tax department.
• Professional training and exposure to tax processes and systems.

How to Apply:

Interested candidates should submit their resume, outlining their qualifications and interest in the position. Please include "Tax Admin Assistant Application" in the subject line.