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

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

flexibility to manage your days in support of our commitment to work/life balance
culture that has received multiple top “Places to Work” awards
Numerous Employee Resource Groups (ERGs) to support our Belonging efforts

Tax Administrative Assistant

Key skills