- Organize and maintain records, documents, and reports.
- Handle incoming phone calls, department emails, inquiries, and requests.
- Assist with business development/sales follow up correspondence.
- Assist in preparing client-facing engagement documentation, including but not limited to contracts, proposals, and invoices.
- Assist with due date reports.
- Enter new client information into appropriate software.
- Assist with job rollovers.
- Work with the accounting department to share financial data.
- Organize and coordinate internal and external meetings, including client meetings and training sessions.
- Plan and manage events and outings, when necessary.
- Maintain accurate and up-to-date contact information for all For-Profit Tax clients.
- Prepare and analyze data for reporting and decision-making purposes.
- Handle ad-hoc tasks and projects as assigned by the Director.
- 4-year degree in business or equivalent.
- 2 years minimum experience an executive assistant or similar role, preferably in the technology or accounting/finance industry.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Forms).
- Prior work in a tax department or collating department at an accounting firm is a positive.
- High degree of professionalism and confidentiality.
- Exceptional written, oral, and interpersonal communication skills.
- Excellent organizational and time-management skills.
- Entrepreneurial attitude: self-motivated, self-directed.
- Ability to adapt to a fast-paced environment and handle multiple tasks concurrently.
- Open minded; desire to learn.
- Quick thinker; creative problem solver.
- Willingness and ability to travel as needed for on-site training and conferences.
- Detail oriented, strong analytical, numerical, planning and reasoning abilities.
- Ability to work independently.
-
Non-profit Tax Administrator
2 weeks ago
GRF CPAs & Advisors Bethesda, United States**Summary of Responsibilities**: · Processes and tracks correspondence, tax returns, and other client information. · **Essential Functions**: · Set up new client accounts in GRF Practice Management as well as Non-Profit Tax Tracking systems including Star, Axcess, XCM/Workflow, a ...
-
Tax Administrative Assistant
1 day ago
Sella & Martinic LLC Rockville, United States**Overview**: · **Responsibilities**: · - Work closely with the Tax Administration Manager and Tax Administrator to provide general administrative support and assistance with various projects. · - Organizing and managing information - maintaining accurate and up-to-date records, ...
-
beBee Handyman Peru, KS, United States FreelanceI am in need of a Management service with the following characteristics in Peru, KS:What type of management service is needed? · Administrative, accounting, tax and/or fiscal (taxes, income, etc.) · Type of management service contract · Continuous consultancy (monthly or quarterl ...
-
Office of The Chief Financial Officer Washington, United States**Director, Tax Returns Operations and Administration**: · **Office of the Chief Financial Officer (OCFO) Washington, District of Columbia, United States (Hybrid)** · **Government of the District of Columbia** · *** · **Director, Tax Returns Operations and Administration** · **$1 ...
-
Tax Administrative Assistant
3 weeks ago
Grossberg Company Bethesda, United StatesGrossberg Company LLP, a premier provider of accounting, tax and business consulting services to the real estate industry for 100 years, has an exciting opportunity for a Tax Administrative Assistant to work closely with the accounting staff to assemble a variety of client tax re ...
-
beBee Handyman Greeley, KS, United States FreelanceI am in need of a Management service with the following characteristics in Greeley, KS:What type of management service is needed? · Administrative, fiscal and/or tax (taxes, income, etc.) · Type of management service contract · One-time consultation (1 time) · Client profile · In ...
-
beBee Handyman Garyville, LA, United States FreelanceI am in need of a Management service in Garyville, LA with the following characteristics:What type of management service is needed? · Administrative, labor, accounting, tax and/or tax-related (taxes, income, etc.) · Type of management service contract · Ongoing consultancy (month ...
-
Non-Profit Tax Administrator
5 days ago
GRF CPAs & Advisors Bethesda, United StatesJob Description · Job DescriptionSummary of Responsibilities: · Processes and tracks correspondence, tax returns, and other client information. · Essential Functions: · Set up new client accounts in GRF Practice Management as well as Non-Profit Tax Tracking systems including Star ...
-
beBee Handyman Highland Heights, KY, United States FreelanceI am in need of a Management service with the following characteristics in Highland Heights, KY:What type of management service is needed? · Administrative, labor, accounting, tax and/or tax-related (taxes, income, etc.) · Type of management service contract · Ongoing consultancy ...
-
beBee Handyman Emporia, KS, United States FreelanceEmporia, KS '17 employeesWhat type of management is needed? · Administrative, labor, accounting, tax and/or tax-related (taxes, income, etc.), legal · Type of management contract · Continuous consultancy (monthly or quarterly) · Client profile · Company (llc, inc, etc.) · How lon ...
-
beBee Handyman Turon, KS, United States FreelanceI need a Gestoría service with the following characteristics in Turon, KS:What type of Gestoría is needed? · Administrative, labor, accounting, tax and/or tax-related (taxes, income, etc.) · Type of hiring for the Gestoría · Continuous advice (monthly or quarterly) · Client profi ...
-
beBee Handyman Martin, LA, United States FreelanceI am in need of a Management service with the following characteristics in Martin, LA:What type of management service is needed? · Self-employed, administrative, labor, accounting, tax and/or tax-related (taxes, income, etc.), legal · Type of management service contract · Ongoing ...
-
Lease Administrator, Recoveries
1 week ago
Federal Realty Investment Trust North Bethesda, United StatesOverview: · We are currently sourcing for an experienced Lease Administrator in Recoveries to join our Lease Administration team in our corporate office in North Bethesda, Maryland. In this role you will focus on recoveries and be responsible for the day-to-day duties associated ...
-
Client Coordinator
1 week ago
SULLIVAN & COMPANY, CPAS Bethesda, United StatesPosition entails providing support and administrative assistance to assigned Partners/Managers/Accountants including: · - Communicating messages from accountants to clients on various tax and accounting matters · - Maintain client database including additions, deletions and chang ...
-
Compliance Manager
3 weeks ago
Quantum Real Estate Mgmt LLC Bethesda, United States**General Responsibilities** · Monitor sites for regulatory and company policy compliance. Provide support at each of the communities with on-site visits and serve as a help desk for compliance issues. Utilize knowledge of local, state and federal laws and regulations relevant to ...
-
Payroll and Accounting Assistant
3 weeks ago
Larmax Assisted Living Management LLC Bethesda, United StatesLarmax Homes is a mid-sized, innovative organization that develops, owns, and manages assisted living homes for homes for elderly individuals needing more than traditional assisted living can provide. Along with other program recognition, Larmax received the Insight "Excellence i ...
-
Audit Manager
3 weeks ago
Calibre CPA Group Bethesda, United States**Position Summary**: · Audit Manger leads and manages multiple audit and tax engagements, ensuring the delivery of quality audit and tax services to Firm clients. They demonstrate professional creativity and sound business judgement in dealing with client matters and make constr ...
-
Director, Treasury Operations
3 weeks ago
Choice Hotels North Bethesda, United StatesDirector, Treasury Operations · Who are we looking for? · Choice Hotels, one of the world's largest lodging franchisors, has an exciting new opportunity as our Director, Treasury Operations in the Treasury Operations team. The Director, Treasury Operations, is responsible for glo ...
-
Senior Office Manager
1 week ago
One Medical Bethesda, United States Full timeAbout Us · One Medical is a primary care solution challenging the industry status quo by making quality care more affordable, accessible and enjoyable. But this isn't your average doctor's office. We're on a mission to transform healthcare, which means improving the experience fo ...
-
Director of Corporate and Foundation Relations
3 weeks ago
The Children's Inn at NIH Bethesda, United StatesThe Director of Corporate and Foundation Relations is responsible for leading relationships and maximizing corporate, foundation and government grant support for operating and capital campaign donations. This position supports the CEO, Chief Philanthropy and Communications Office ...
Tax Administrator - Bethesda, United States - GRF CPAs & Advisors
Description
Job Description
Job DescriptionGRF is seeking a dedicated, experienced, and highly organized Administrator to support our tax department in managing the day-to-day operations and ensuring the success and continued growth of our For-Profit Tax practice.
Summary of Responsibilities:
You will play a crucial role in enabling our director to effectively lead our team, manage client relationships, and grow our business. You will be responsible for providing comprehensive administrative and practice management support to ensure the practice's success and operational efficiency.
Requirements
Qualifications (Education, Experience and Certifications):
Knowledge, Skills, and Abilities:
This job description does not list all the duties of the job. You may be asked by the Director to perform other instructions and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.
Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.
Benefits
This is a full time position. Our office is located 2 blocks from the metro. Our benefits include a 401(k) plan, paid individual medical and a culture that fosters flexibility and career development. We look forward to hearing from you
