Tax Administrative Assistant

EisnerAmper is one of the largest accounting, tax, and business advisory firms, and they are seeking a Tax Administrative Assistant to join their team. This role involves providing administrative support to partners and colleagues, assisting with client onboarding, and ensuring timely project management and client satisfaction.

Responsibilities

• Provide partner and colleague support for administrative needs
• Assist with onboarding new clients and coordinating communication with other operational teams for new client setup tasks
• Assist with client project management by coordinating with clients to gather information, responding to inquiries, and tracking return deadlines to ensure timely completion and client satisfaction
• Support the preparation and delivery of engagement letters for clients, ensuring accuracy and proper timelines
• Utilize workflow tools to complete administrative tasks efficiently and improving team productivity
• Maintain accurate and up-to-date client databases and filing systems
• Manage client portal engagement and user management, ensuring seamless access to documents and information for clients and internal stakeholders
• Draft correspondences, and email, and/or send via Firm software
• Assist with tax return processing, including the printing, collation, and electronic e-filing of various returns and extensions of all types
• Print and scan of documents
• Perform other duties as assigned

Skills

• High School Diploma
• Associate degree preferred
• Proficiency with Microsoft Office and Adobe Suite
• Experience working in a professional service organization and supporting colleagues at the partner level
• Experience with tax return workflow tools such as XCM
• Ability to handle sensitive client data with discretion and professionalism
• Excellent communication skills, both written and verbal, with the ability to interact professionally with colleagues and clients at all levels
• Strong attention to detail
• Strong organizational skills with the ability to prioritize tasks and meet deadlines
• Flexibility and ability to adapt in a fast paced and changing environment

Company Overview

Company H1B Sponsorship