JOB SUMMARY

As an Administrative Assistant, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization.

JOB DESCRIPTION

Administrative Duties within the Tax Dept.

• Timely follow-up on client and tax department requests
• Schedule meetings in Outlook/Microsoft Teams
• Scan highly confidential documents
• Route client workpapers and update software to reflect current status
• Extensions – Check on acceptance & update workstream
• Electronic filing of tax returns to the IRS and states
• Clear communication with management on any tax return rejection issues
• Maintain secure protocol for transmission of documents to clients & authorized third parties (e.g. bankers)
• Back-up to tax processor role
• Assist senior management with correspondence/finalize letters
• Complete Power of Attorney forms
• Expense reports
• PowerPoint presentations and binding, if needed
• Annually – On-line PTIN renewal
• Annually – (off-site) shred documents in accordance with our document retention policy
• Develop, coordinate, and follow-through on tax dept. functions and occasional firm events

General Admin

• Back-up coverage for reception - book meeting rooms, use of multi-line phone system, and greet clients
• Obtain office supplies for the firm, as needed.
• Provide content for the regional newsletter, The General Ledger
• Make copies and general maintenance of office equipment
• Clean meeting and break rooms and keep items organized and well-stocked
• Mail – Applying postage, UPS drop-offs, and certified mail.
• Employee Engagement Committee (optional)

Skills

Required education and experience

• High School Diploma (or GED or High School Equivalence Certificate)
• 3 years of relevant experience
• Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint)

WHO WE ARE

READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.

A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we’re doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We’re dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.

AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRATIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.