The
Seasonal Administrative Assistant
supports the daily operations of our offices during the traditional tax season and plays a vital part in delivering high-quality service to both external clients and internal staff.
The position requires regular use of systems such as GoFileRoom, Firmflow, CCH Axcess Tax, Scan & Autoflow, Safesend, and Suralink to manage documents, monitor return status, and update client records.
In addition to these key responsibilities, this position also requires managing communications and maintaining confidentiality and professionalism in all interactions.
This position is designated as seasonal through April 15, ****, with consideration for full-time employment based on performance and business needs.
Seasonal Administrative Assistant – Tax: Specific duties
Process tax returns through print and assembly of paper extensions and batch extending returns
Ensuring necessary documents are stored in GoFileRoom and updating workflows in Firmflow
Utilize scan and autoflow for **** and **** returns to organize client documents, load documents to Autoflow for processing and validate returns
Utilize Firmflow to manage due dates, keeping the information in workflows accurate ensuring a workflow exists for every client & return that is processed
Utilize Suralink for client requests and distribution of organizers
Provide extended support to the Tax Practice during peak periods, which may include working evenings and weekends as required
Knowledge, Skills, and Abilities
Working knowledge of Microsoft Office applications (Outlook, Word, Excel and PowerPoint) and Adobe Acrobat including the design and format of documents and worksheets
Hands-on experience with office equipment (e.g. scanners and printers)
Excellent verbal and written communication skills
Strong organization and prioritization skills
Ability to multitask and work under pressure
Ability to find the underlying cause of errors and assist with resolving those issues
Ability to work well in a team environment
Professional attitude and appearance
Ability to be resourceful and proactive when issues arise
Multitasking and time-management skills, with the ability to prioritize tasks
Exceptional customer service skills
Education
High school diploma or equivalent
Experience
3-5 years of experience in a professional office environment
Prior experience in a CPA firm a plus
Travel
< 10% - Travel to offsite team related events and meetings as needed
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