- Tax organizer preparation, printing and mailing – schedule tax appointments as requested
- Assist in ordering tax season supplies
- Prepare tax return engagement letters and update card file and due date list
- Update transmittal letters, tax and extension guide sheets, and administrative forms
- Ensure client addresses are consistent and accurate between programs
- Take calls for appointment changes and post to Principal's Outlook calendar
- Print and process tax returns
- Process extensions; prepare if requested
- Post and maintain due date cards and due date lists
- Maintain tickler file for estimated tax payment reminder letters
- E-File tax returns and extensions, and maintain release form binders
- Maintain engagement letter spreadsheet, 1040 tax interview spreadsheet, cards, and receptionist's binder
- Assist staff and Principals with assorted office-related tasks
- Prepare extension due date list and update weekly for client owners
- Mail estimated tax payment reminder letters
- Process assorted client projects as requested
- Assist Principals with processing IRS notices
- Fulfill client requests for tax return copies and information from file
- Network backup three times per week
- Format/type/print formal financial statements; spiral bind
- Track lost clients and prepare for moving to storage
- Assist in the set-up of new client files
- Process client changes of information
- Prepare annual newsletter under direction of Principals
- Telephone and receptionist duties
- Printer/copier meter reads
- Check in client information as received
- Sort/scan tax information as received
- Update project tracking as required
- Send out monthly newsletter to clients
- Business, Accounting, or Finance degree preferred, but not required
- 1+ years previous administrative and/or accounting experience preferred; ideally with exposure/experience to tax/accounting departments
- Familiarity with Office 365 and Office Suite (outlook, word, and excel specifically)
- Must be detail-oriented and good with numbers
- Must be willing to work overtime and weekends as needed during busy tax season months
- Team player with exceptional interpersonal and communication skills, ability to effect change and obtain required accounting information while maintaining productive business relationships
- Continuous improvement attitude
- Ability to schedule time effectively to meet deadlines
- Significant organizational skills
- Interest in long term employment with firm
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Administrative Assistant - Bellevue, United States - CampusPoint
Description
CPA firm in Bellevue is seeking for an Administrative Assistant to join their team. If you love working in a fun, friendly, and collaborative environment, this is the position for you
The ideal candidate will have some experience in administration, as these tasks will be most of the position's responsibilities, and an interest in learning more about the tax accounting business.
RESPONSIBILITIES
Tax Season Preparation
Tax Season
Tax Season Follow-up
Other Projects
Backup
QUALIFICATIONS
CampusPoint is an Equal Opportunity Employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
If you need assistance or an accommodation due to a disability, you may contact us at or ask to speak with an HR representative). The process is outlined in CampusPoint's ADA Policy .
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