Preferred Experience/Background/Skills
-Associates Degree preferred
-3 years of relevant experience in a professional environment
-Self-starter who can prioritize responsibilities, work independently, and manage processes
-High attention to detail with the ability to multitask often
-Strong commitment to producing accurate work in a timely manner
-Ability to work effectively in deadline situations
-Strong interpersonal and customer service skills
-Ability to learn and navigate new software efficiently
-Strong verbal and written communication skills
-Proficiency in Microsoft Word, Outlook, Excel and Adobe
-Flexibility to work overtime hours during peak tax season which includes Saturdays
Responsibilities
-Print and assemble reports and tax returns according to various specifications determined by Tax Signors
-Provide back up for delivering Tax Returns Electronically using SafeSend and Sharefile systems
-File tax returns electronically as needed
-Assist clients with resolving electronic filing signatures
-Assist Production Coordinator to oversee annual mailing including stuffing and large-scale postage including: Tax Planning Guides, Engagements letters, and Tax Organizers
-Using various software programs to track workflow, maintain client information, and generate electronic data
-Ensure accuracy and quality control of all work product
-Maintain confidentiality with persona and sensitive data and information
-Serve as back up for direct team members during vacation
-Assist with Continuing Professional Education activities
-Provide back up support to answer, evaluate, and route client telephone calls quickly, efficiently, and courteously to let the appropriate party using multi-line telephone system
-Provide administrative back-up support to other team members as needed
-Provide back up to greet clients in a professional and friendly manner as soon as they arrive in the offce
-Provide support for other duties and special projects as needed
