- Tax Compliance support
- Maintain tracking lists of documents received and still outstanding on an individual client level throughout the filing year from January through October.
- Create and maintain lists of advisor contacts and online portals.
- Maintain status tracking of ongoing client projects
- Track project and return timelines to ensure deadline adherence
- Assemble and organize documents into PDFs following an established ordering system.
- Save and update document files.
- Communicate regularly with client service teams regarding outstanding items.
- Interact with service team members on a regular and continual basis to accomplish the tasks.
- Assisting in onboarding of new clients
- Support and participation in business development and marketing initiatives
- Administrative duties and projects
- Associate or Bachelor's Degree, in progress or completed.
- Strong multitasking, problem solving and organizational skills.
- Proficient use of technology including MS Office, Excel proficiency.
- Excellent communication skills, proven ability to present information, both verbal and written, in a clear, concise manner.
- Ability to work part of a team, and also function independently.
- Excellent attention to detail.
- Professional demeanor and positive attitude.
- Ability to maintain a high level of discretion when dealing with sensitive/confidential information.
- Ability to work overtime as necessary.
- 1 or more years of experience in a professional setting
- Experience in Tax Accounting or other Professional Accounting Services background.
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Tax Paraprofessional - Greenwich, United States - Andersen Tax
Description
The FirmAt Andersen Tax LLC ("Andersen"), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals.
From the moment your employment begins, you will be exposed to a variety of projects giving you the opportunity to stand out and make a difference.
Because of our favorable Managing Director to Associate ratio, you will receive hands-on mentoring from firm leaders that prioritize your growth and development.
Once you join the team, you will become well-acquainted with our core values: Best-in-Class, Stewardship, Independence, Seamlessness, and Transparency. These are the qualities that define Andersen professionals.
Know that through our sustained growth and best-in-class service, we offer substantial long-term career opportunities and the tools necessary to be an emerging leader.
If you want to be a part of a growing and exciting organization, then consider your opportunities with Andersen - a name from the past, a firm for the future.
The RoleTax Paraprofessional provide support to client engagement teams.
Primary responsibilities and essential functions will include, but are not limited to:
Preferred:
Andersen Tax welcomes and encourages workforce diversity. We are an equal opportunity employer.
Applicants and employees are considered for positions and are evaluated without regard to race, color, national origin, ancestry, religion, sexual orientation (including gender identity and gender expression), mental disability, physical disability, sex/gender (including pregnancy, childbirth, and related medical conditions), age, marital status, military status, veteran status, genetic information, or any other characteristic protected by federal, state or local laws or regulations.
All qualified individuals, including those with
