Tax Processing Administrator - Woodbury, United States - CPA FIRM

Description

Job Description

Responsibilities:

• · Assist Partners and professionals with regards to tax document processing, assembling, filing, scanning, copying, and uploading to the portal.
• · Assist with management of workflow as it relates to extensions, returns and other tasks.
• · Arrange for courier and overnight services.
• · Coordinate process for year-end delivery of organizers and engagement letters.
• · Assist with answering the phone.
• · Assist with the preparation of form 1099.
• · Assist with oversight of temporary staff during peak periods.
• · Continually updating client information in our time and billing system.
• · Assist with billing as needed.
• · Assist in maintaining appointments.
• · Assist in other administration duties as needed.

Qualifications:

· 2+ years Administrative assistant experience in a professional service firm, experience working in a CPA firm a big plus.

· Excellent verbal and written communication skills.

· Ability to work extended hours and weekends as required.

· Well-developed interpersonal skills to handle sensitive and confidential situations.

· Experience with formation and editing documents, business writing and proofreading.

· Strong knowledge of Microsoft Word and Excel.

· Ability to work in a fast paced environment.