Cash Management Analyst
Flagstar Bank
Vault
Administrative Assistant
WilkinGuttenplan
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $55,000 - $68,000 per year
Job Level
Mid-LevelSenior
Tech Stack
GoVault
About the role
- Develop and process financial statements and other reports utilizing Microsoft Word and Excel
- 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 Dept as need for administrative tasks such as client fees, client records)
- Draft Power of Attorney, Installment Agreements, etc.
- Process 1099 workflows
- 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
Requirements
- Minimum 3+ years of administrative experience
- CPA or professional services firm experience preferred
- Must be flexible with hours and available to work some overtime as needed
- Mandatory 3 day in office work week (More as need during busy season)
- Overtime hours may be required during busy season (January through April including some Saturdays, depending on workflow as well as September & October major deadlines)
- Strong attention to detail, proofreading, and problem-solving skills
- Ability to prioritize multiple assignments, manage interruptions, and shift priorities with ease
- Ability to maintain a professional demeanour in a fast-paced, deadline-oriented environment
- Ability to exercise complete confidentiality while working with sensitive information
- Energetic team player with a positive attitude
- Proficient in the use of Microsoft Word, Excel, Outlook and Adobe; Go File Room, CCH, ProSystem Fx a plus
- Excellent verbal and written communication skills
