Tax Administrative Assistant

Essential Functions and Primary Duties

• Assist Managing Directors/Directors and professionals in the Merrimack office with their business and administrative needs as it relates to tax and advisory document filing, scanning and copying.
• Assist in the national tax processing pool as scheduled.
• Composes, proofreads, and reviews routine correspondence including tax returns, engagement letters, IRS correspondence and other documents as requested. Responsible for accuracy and clarity of final copy. 
• Prepare, type and edit correspondence, client invoices, engagement letters and statistical information (including Excel spreadsheets and Power Point presentations).
• Assists with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns and other tasks.  Running of weekly office reports and coordinating regional tracker efforts.
• Assists with processing returns for filing in all federal and state tax jurisdictions.
• Arranges for courier and overnight services.
• Coordinate process for year-end delivery of organizers and engagement letters to clients.
• Continually develops and maintains the client information tracking system.
• Will assist in replenishing and maintaining inventory of office stationery and general office supplies including office coffee service.  Help with the setup/clean-up of office lunches as needed.
• Assist with answering phones for receptionist (on “as-needed” basis)
• Provide back-up support for bank deposits.

Preferred Qualifications

• 3 years of administrative assistant experience in a professional services firm; experience supporting a CPA is preferred.
• Strong knowledge of Microsoft Office package including Word, Excel, and PowerPoint.
• Experience with GoFileRoom and Prosystem Axcess is a plus.
• Strong verbal and written communication skills. 
• Desire and ability to work in a very fast-paced environment with ability to work extended hours as required.
• Must be able to work directly in the office on a regular basis.

Minimum Qualifications

• High School Diploma or GED 
• 3 years relevant work experience in an office environment and preferably performing as an administrative assistant
• Proficient use of applicable technology
• Advanced computer skills in Word, Excel, PowerPoint, and Outlook
• Ability to manage multiple projects and deliverables simultaneously
• Excellent written/verbal communication skills and use of grammar
• Excellent organizational skills and attention to detail
• Ability to adapt to a changing environment
• Ability to follow standard procedures
• Ability to work cooperatively with others
• Ability to build relationships and trust with internal and external clients and other key stakeholders