EisnerAmper

Tax Administrative Assistant

EisnerAmper

full-time

Posted on:

Location Type: Hybrid

Location: Atlanta • Colorado • Illinois • United States

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Salary

💰 $52,167 - $78,249 per year

About the role

  • Provide partner and colleague support for administrative needs
  • Assist with onboarding new clients and coordinating communication with other operational teams for new client setup tasks
  • Assist with client project management by coordinating with clients to gather information, responding to inquiries, and tracking return deadlines to ensure timely completion and client satisfaction
  • Support the preparation and delivery of engagement letters for clients, ensuring accuracy and proper timelines
  • Utilize workflow tools to complete administrative tasks efficiently and improving team productivity
  • Maintain accurate and up-to-date client databases and filing systems
  • Manage client portal engagement and user management, ensuring seamless access to documents and information for clients and internal stakeholders
  • Draft correspondences, and email, and/or send via Firm software
  • Assist with tax return processing, including the printing, collation, and electronic e-filing of various returns and extensions of all types
  • Print and scan of documents
  • Perform other duties as assigned

Requirements

  • High School Diploma; Associate degree preferred
  • Proficiency with Microsoft Office and Adobe Suite
  • Experience working in a professional service organization and supporting colleagues at the partner level
  • Experience with tax return workflow tools such as XCM
  • Ability to handle sensitive client data with discretion and professionalism
  • Excellent communication skills, both written and verbal, with the ability to interact professionally with colleagues and clients at all levels
  • Strong attention to detail
  • Strong organizational skills with the ability to prioritize tasks and meet deadlines
  • Flexibility and ability to adapt in a fast paced and changing environment
Benefits
  • flexibility to manage your days in support of our commitment to work/life balance
  • culture that has received multiple top “Places to Work” awards
  • Numerous Employee Resource Groups (ERGs) to support our Belonging efforts
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax return processingelectronic e-filingclient project managementadministrative supportdata managementdocument preparationworkflow tools
Soft Skills
communication skillsattention to detailorganizational skillsflexibilityprofessionalismdiscretionadaptability
Certifications
High School DiplomaAssociate degree