Administrative Support Specialist
- Prepare and assemble individual and business tax return packages
- Organize, scan, and electronically file tax and financial documents
- Proofread and format tax returns, financial statements, and correspondence for accuracy and consistency
- Track document progress and coordinate with professional staff for finalization
- Maintain and update client records and files (physical and electronic) using systems such as CCH Axcess, Document, and Engagement
- Compile and review source documents (e.g., invoices, expense reports) for completeness; prepare summary reports for review
- Provide general administrative support: printing, scanning, copying, mail handling
- Assist with ad hoc tasks and document preparation as needed during busy periods
- Occasionally deliver priority mail to the post office
- Associate degree required; bachelor’s degree preferred
- Minimum 2 years of office experience in an administrative or document-processing role
- Intermediate to advanced Microsoft Office skills (Word, Excel, PowerPoint)
- Exceptional attention to detail and organizational skills
- Ability to manage multiple tasks and meet deadlines in a fast-paced setting
- Professional demeanor with a strong sense of confidentiality
- Excellent written and verbal communication skills
- Work extended hours as required during tax season and peak times
- Experience in a public accounting or professional services firm
- Familiarity with CCH Axcess, ProSystem fx, or similar tax/accounting software
- Knowledge of general accounting and tax terminology
- Experience assembling tax returns (individual and business)
- Exciting Growth: Be part of a rapidly expanding firm where your contributions make a significant impact. Our growth provides ample opportunities for career advancement and professional development. We are an IPA Top 100 Firm.
- Diverse Clients: Work with a diverse range of clients, from small businesses to large corporations, across various industries.
- Innovative Environment: We embrace the latest technologies and methodologies to ensure our team is always ahead of the curve.
- Collaborative Culture: Join a team that values collaboration, continuous learning, and mutual respect. We believe in fostering a positive and inclusive work environment.
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