Tax Administrative Assistant
New
W
Wilkin & Guttenplan P.C.Tax accounting
Workable workplace: remote; Workable locations: United StatesFull-TimeMiddle
SalaryThe estimated salary range for this position is $58,000 - $72,000. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.
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Job Details
- Experience
- Minimum 3+ years of administrative experience.
- Required Skills
- Microsoft Excel
Requirements
- Minimum 3+ years of administrative experience.
- Working knowledge of individual tax documents, including W-2s, 1099s, brokerage statements, and K-1s.
- Know what constitutes a complete set of documents for an individual tax return.
- Proficiency with Microsoft Word, Excel, Outlook, and Adobe.
- Strong attention to detail, proofreading, and problem-solving skills.
- Ability to prioritize multiple assignments, manage interruptions, and shift priorities.
- Ability to maintain a professional demeanor in a fast-paced, deadline-oriented environment.
- Polished written and verbal communication skills and professionalism when interacting directly with clients.
- Ability to maintain complete confidentiality while handling sensitive information.
- Overtime may be required during busy season, including some Saturdays, and during September and October deadlines.
- CPA or professional services firm experience is preferred.
- GoFileRoom, CCH, and GoTax experience is a plus.
Responsibilities
- Manage individual client 1040 intake by reviewing tax documents and confirming each client’s document set is complete before it goes to the preparer.
- Use tax software, scan-and-import tools, PDF tools, and AI tools within firm policy to process client documents and review outputs for accuracy.
- Identify routine missing documents and escalate issues to the preparer or reviewer when appropriate.
- Contact clients by phone and email about outstanding documents, deliverables, and general requests.
- Handle e-filing and qualifying of tax returns and tax-related workflows.
- Assemble and process tax returns for electronic and hard-copy delivery, and process 1099s.
- Manage tax workflow rollovers, tracking, and deadlines, including the annual rollover of tax locators and GoFileRoom workflows.
- Support tax staff and firm leaders with workflow tracking, correspondence, calendars, client contacts, and administrative assignments.
- Draft and maintain client engagement letters, new client forms, Power of Attorney documents, and Installment Agreements.
- Collaborate with the administrative team and cross-train to support other teams with administrative tasks as needed.
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