Start Date: June 2024
Administrative Position at Medicus Tax Planning Services LLC:
Medicus Tax Planning Services LLC, a distinguished firm renowned for its exceptional service in tax planning and financial management, is actively seeking a motivated Administrative Professional to join our team. The ideal candidate will possess experience within a CPA firm environment, showcasing proficiency in tax preparation (including Individual, S Corporation, and Partnership tax returns), bookkeeping, payroll tax preparation, and demonstrating effective communication skills. This role is pivotal in maintaining our high standards of client service, especially when dealing with our high net worth clients.
Key Responsibilities:
· Conducting comprehensive tax preparation for Individual, S Corporation, and Partnership tax returns.
· Managing bookkeeping duties with precision and efficiency.
· Preparing payroll taxes in compliance with current regulations.
· Serving as a primary point of contact for our clients, ensuring exceptional customer service.
· Utilizing Microsoft Excel and QuickBooks to manage and organize financial data accurately.
Required Skills and Qualifications:
· Proven experience within a CPA firm, with a solid background in tax preparation, bookkeeping, and payroll tax preparation.
· Strong proficiency in Microsoft Excel and QuickBooks.
· Outstanding customer service skills, with prior experience in handling high net worth clients.
· Excellent communication skills, capable of engaging effectively with clients and team members.
· A high degree of organization and attention to detail.
Preferred Skills and Qualifications:
A bachelor's degree in accounting, finance, or a related field is preferred
Job Type: Full-time
Schedule:
Ability to Relocate:
Work Location: In person
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