Tax Administrative Professional - Dallas, TX
1 week ago
Job summary
The Bonadio Group is seeking an Administrative Professional to support our Small Business Advisory Service Line in our Dallas location.This is a on-site position.
- Set up new clients, project templates and tasks consistent across the Tax and Small Business Advisory practices
- Compile data analysis reports from Axcess Workflow
- Demonstrate ability to consistently use standard client file-sharing systems including SafeSend CCH Axcess SharePoint and MyPortal Work collaboratively with Information Technology team Process client tax returns and mailings as necessary E-file client tax returns and mailings as necessary Provide dedicated Partner support as assigned including time expense entry billing e-mail triage travel assistance etc Assist in the preparation proofreading editing processing of documents including correspondence financial statements client related correspondence etc in order to produce error-free work Ability to professionally effectively handle communications with internal personnel as well as external clients both via phone or in person taking detailed messages as needed Organize update assist with calendar for assigned partner(s) Coordinate logistics for meetings conference calls communicate details accordingly Enter transcribe record store maintain information in written or electronic form Develop maintain technology skills required to function at peak efficiency Ability cross-train learn others administrative responsibilities provide backup assistance when needed Sort incoming mail assist all other administrative areas when needed Adhere highest degree professional standards strict clientfirm confidentiality
Job description
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