Tax Administrative Assistant

TAX ADMINISTRATIVE ASSISTANT JOB DESCRIPTION

Perform a wide range of administrative and office support activities for the department and/or managers and supervisors to facilitate the efficient operation of the organization.

Main Job Tasks and Responsibilities:

· Prepare invoices for the firm and work collaboratively with the billing team in an efficient and timely manner.

· Send invoices and statements to clients monthly electronically or by mail.

· Assist with monthly reconciliation projects.

· Assist the office manager with Accounts Payable projects.

· Perform weekly collection calls and attend weekly collection meetings.

· Assist with Special Tax Department related projects and reports such as utilization reports, scheduling, and integration projects with other Departments.

· Assist with the creation of Engagement binders for client work.

· Track daily deposits for the firm.

· Process individual and business returns in a timely manner and contact the client for pick up.

· Prepare agendas for meetings and prepare schedules.

· Record, compile, transcribe, and distribute minutes of meetings.

· Maintain office supply inventories.

· Coordinate and maintain records for staff, telephones, parking, and petty cash.

· Answer, screen and transfer inbound phone calls.

· Receive and direct visitors and clients.

· Resolve administrative problems and inquiries.

· Schedule and coordinate meetings and appointments.

· Perform general clerical duties including photocopying, fax, filing, and mailing.

· Handle requests for information and data.

· Prepare written responses to routine inquiries.

· Prepare and modify documents including correspondence, reports, drafts, memos, and emails.

· Work collaboratively with other administrators to ensure efficient departmental operations. Provide coverage for administrative colleagues.

Education and Experience:

Computer skills and knowledge of relevant software.

Knowledge of operation of standard office equipment.

Knowledge of clerical and administrative procedures and systems such as filing and record keeping.

Knowledge of principles and practices of basic office management.

Preference will be given to candidates with prior experience in an accounting firm.

Key Competencies:

Communication skills - written and verbal

Planning and organizing

Prioritizing

Problem assessment and problem solving

Information gathering and information monitoring

Attention to detail and accuracy

Flexibility

Adaptability

Customer service orientation

Teamwork

If you are looking for a Team environment that values Honesty, Integrity and Respect. Where a desire to Learn, Work Hard and Enthusiasm are important to your vision of a great place to work, then we encourage you to send in your resume.

Email your resume to: Christina@dmclarencpa.com

Applicants must be authorized to work in the U.S.
McLaren & Associates CPAs PC is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

Your Right to Work - In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. CORI Check are also administered.

Job Type: Full-time

Pay: $45,000.00 - $60,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Shrewsbury, MA 01545: Relocate before starting work (Required)

Work Location: Hybrid remote in Shrewsbury, MA 01545