Administrative Assistant

POSITION:                             ADMINISTRATIVE ASSISTANT – Cleveland / or Akron Office

CLASSIFICATION:               Full-Time (Overtime required as needed)

Salaried, Non-Exempt

HOURS:                                 8:00 a.m. – 5:00 p.m.

REPORTS TO:                       Director of Human Resources

RESPONSIBILITIES

Tax Return Processing

• Process tax returns, including copying, stamping, typing instruction sheets, preparing electronic transmittal letters, and applying correct postage to envelopes
• A comprehensive review of all pieces of information created during the tax processing process for accuracy and completeness before returning to accounting staff
• Scan client information according to tax/atg processes and procedures
• Update logins/logouts, assist with workflow meetings, generate workflow reports as needed
• Assist Tax/ATG departments with the preparation of client extensions
• Typing of client and government correspondence
• Adhere to the firm’s turnaround time for procedures

Financial Statement Processing

• Financial statement processing, including typing, printing, assembly, and binding; comprehensive review for formatting and accuracy; draft t-letter; print shipping label and prepare package materials for delivery

• Save a copy of all processed financial statements in PDF format and upload it to Engagement and Document
• Prepare management, governance, AUP, and t-letters, including typing, printing, and saving in the client file
• Prepare First Research Reports, as requested
• Update all audit department publications
• Scan client information and other documentation into Engagement, as requested by the audit team

General Support

• Assistance with special projects, as needed
• Scan documents, provide copies, search for files, etc.

Miscellaneous

• Prepare FedEx packages and take them to FedEx pick-up location before scheduled daily pick-up.
• Prepare courier packages and arrange for pick-up/delivery
• Office phone support; answering and transferring calls
• Postage items to be mailed, including taking certified mail to the post office
• General knowledge of office equipment
• Assist fellow administrative team members with projects as needed
• Provide necessary support to all departments and offices of the firm

Requirements

• A minimum of 2 years of experience in an office environment
• Proficient with Microsoft office
• Proficient  Adobe
• Proficient general office and computer skills; working with electronic files, saving pdf files, etc.
• Must be a team player and have a can-do attitude
• Strong, soft skills