GreerWalker LLP is one of Charlotte's leading accounting and business advisory firms, providing high quality accounting, tax and advisory services with a personal touch to a wide range of business and individual clients. GreerWalker is a member of the RSM Alliance, providing access to a wide range of opportunities for our professionals.
In addition to our culture of excellence, GreerWalker is recognized as one of the nations "Best of the Best" accounting firms by Inside Public Accounting. We have also been designated as an Employer of Choice in the Charlotte market for creating an environment that emphasizes a balanced life, meaningful work, continuous professional and personal development, and the obligation to positively impact the community. For the last 30 years these objectives have separated GreerWalker from our competition, and have helped us create an environment that is beyond compare. We offer a more personalized work environment, minimal out-of-town travel and exposure to multiple facets of our growing client base.
Grow Your Career at GreerWalker
JOB LOCATION:
Charlotte, NC
JOB RESPONSIBILITIES:
As the Tax Administrative Assistant, you will be responsible for providing support to the tax department with needs including but not limited to:
- Ultimate responsibility of assembly and mailing of tax returns, notices and various other tax related items by appropriate deadlines
- Production of client copies of tax returns – electronic and hard copy
- Preparation and delivery of client engagement letters – electronic and hard copy
Provide other administrative support including but not limited to:
- typing and formatting documents
- ensuring adherence to GW standards (language/templates etc)
- conversion of PDF documents to properly formatted Word documents
- Scanning documents
- Meeting coordination assistance
- Distribution of incoming mail/packages as well as transportation of outgoing mail, certified mail, and FedEx daily
- Expense report preparation assistance as needed
- Responsible for managing and monitoring all workroom supplies and machinery (including FedEx, stationary, office supplies, copiers etc)
- Back-up receptionist duties (including answering phones, greeting guests, making coffee, meeting space preparation, etc.)
- Various other duties as assigned
CANDIDATES MUST POSSESS THE FOLLOWING:
- Associates or Bachelor’s degree in accounting or business management with minimum 3.0 GPA, or high school degree and minimum 3 years of experience.
- Experience in a similar role in industry preferred.
- Knowledgeable of the basic principles of accounting.
- Strong technology skills using Microsoft Office 2016 or later (Word, Excel, PowerPoint, and Outlook at a minimum, more applications, including Adobe, preferred).
- Ability to multi-task and to work independently with minimal supervision.
- Ability to work overtime when required and often without advance notice. (most overtime needs arise from February 1 to April 15 and from September 1 to October 15)
- Strong interpersonal and relationship building skills.
- Team player with a positive “can-do” approach.
- Ability to be mobile throughout the workday, standing and sitting, up and down throughout assembly.
- Lifting file boxes, mail, etc. not exceeding 20 lbs.
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EOE
No Agencies Please