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.

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.

Benefits

We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
We offer a competitive salary and benefits package, including Unlimited Work Options, generous PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website
Our collaborative work environment is strongly committed to your professional growth and success
We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm
We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms to Work For, and many more!

Applicant Tracking System Keywords

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

Hard Skills & Tools

tax returns processingE-Filingdrafting legal documentsproofreadingproblem-solvingworkflow managementclient proposal compositionengagement letter processingdocument notarizationadministrative tasks

Soft Skills

attention to detailability to prioritizeprofessional demeanorconfidentialityteam playerpositive attitudecommunication skillsflexibilitytime managementadaptability

Certifications

CPA