What are the responsibilities and job description for the Tax Administrative Assistant position at Winter Park Recruiting?
Winter Park Recruiting is a leading recruitment agency focused on connecting exceptional talent with companies that value growth, integrity, and a thriving work environment. We specialize in placing high quality candidates across various industries, helping organizations build high-performing teams. We believe in personalized, strategic recruitment solutions that align with our clients' unique needs and cultures.
We are currently looking for an Administrative Assistant in the Miami, FL area. This is an in-office 5 days/week role.
ROLES AND RESPONSIBILITIES:
- Busy season – Preparing, making changes and Finalizing SOW's
- Creating SOWS -Upload unsigned and signed ATS/SOWs in UserVerse /PeopleSoft
- Upload 8879's in UserVerse -E-filing
- Update DDT (confirm all signed TCC, SOW, E-file authorizations/acceptance, tax return is in UserVerse prior to complete)
- Update workflows as needed
- Creating/changing/updating info on PeopleSoft (contacts, billing authority/specialist, renewals)
- Peoplesoft request
- New Client set up
- Checking payment information/details
- Checking the Pools in UserVerse
- BDO Global Portal
- CRM
- Front desk coverage
- Answer/ Transfer incoming calls
- Create UPS or FedEx Labels for outgoing packages – Certified mail
- Check the conference room calendar making sure we have everything we need before a meeting.
- Correspondence Assistance
- Expenses
QUALIFICATIONS:
- High School Diploma, GED or equivalent required
- Bachelor's degree preferred
EXPERIENCE:
- Three (3) or more years of administrative experience required
- Professional services firm experience preferred
SOFTWARE:
- Advanced level of proficiency in Microsoft Office Suite required
- Experience with PeopleSoft Financials preferred
