WilkinGuttenplan

Administrative Assistant

• Assemble and process tax returns for both electronic and hard copy delivery to clients.
• Compose and continuously update client proposals and engagement letters.
• Arrange spreadsheets and miscellaneous reports as requested.
• Assist with drafting new client forms.
• Assist with processing of engagement letters.
• Assist the CIRA Depts. as need for administrative tasks such as client fees, client records and workflow processing).
• Draft Power of Attorney, Installment Agreements, etc.
• Process 1099’s.
• Process IT 204 LL’s.
• E-Filing.
• Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
• Manage GoFileRoom (GFR) tax workflows, rollovers, and tracking as deadlines approach.
• Collaborate with the administrative team to ensure daily workflow is being effectively handled.
• Diligently review and notarize documents (Notary not mandatory but would be a bonus).
• Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc.