Job Description
We are a full-service financial, tax, and consulting firm dedicated to serving the unique needs of entrepreneurially driven businesses and their owners. We aim to go beyond traditional accounting and tax services by partnering with our clients to improve their bottom line and offer strategic advice that drives growth and value.
Founded in 1989, our mission has always been to help businesses and individuals, including entrepreneurs, athletes, and high-net-worth clients, manage their financial affairs and achieve their business goals efficiently and profitably. We work to be our clients' Most Trusted Advisor (MTA), providing comprehensive solutions to the challenges and opportunities they face.
As we've grown, our service offerings have expanded to include:
- Audit and assurance services
- Tax compliance (income, gift, estate, and foreign disclosure reporting)
- Tax planning, structuring, and proactive advice
- Business consulting
- Estate planning and business planning through an affiliate law group
- Outsourced accounting, controller, and CFO services through an affiliate
- Mergers and acquisitions, operational consulting, and business growth strategies
We are seeking team members who share our values of integrity, service excellence, proactive support, and a commitment to both personal and professional growth. We believe in creating balance in the workplace by focusing not just on results but on improving client service, internal processes, personal development, and overall financial performance.
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Position Summary
We are looking for an organized and detail-oriented administrative professional to support our Tax department. This role involves assisting tax and legal partners who specialize in serving closely held businesses and providing transactional business, real estate, and tax services. You will also support estate planning attorneys with fast-paced, document-intensive projects, particularly in areas like business planning, corporate governance, succession planning, mergers & acquisitions, and real estate.
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Key Responsibilities:
- Manage a variety of administrative tasks, including answering and forwarding incoming calls and handling shipping and mail distribution.
- Assist with the client intake process for tax services and prepare engagement agreements.
- Perform document management tasks such as sorting, scanning, e-filing, and assembling materials.
- Support the billing department with accurate and timely invoicing.
- Provide administrative support to team members and perform confirmation calls to clients ensuring they've received their tax returns.
- Help the tax team with both front-end and back-end tasks that contribute to efficient service delivery.
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Required Skills & Qualifications:
- Organizational Skills: Ability to manage multiple priorities and work efficiently under pressure.
- Communication: Strong written and verbal communication skills with a keen attention to detail.
- Customer Service: Client-focused attitude with excellent service delivery.
- Technology Proficiency: Familiarity with Microsoft Office Suite (Word, Excel, PowerPoint) and strong typing skills (60 WPM).
- Work Ethic: Reliable, proactive, and committed to meeting deadlines.
- Experience: Minimum of 3 years of legal and/or tax experience, particularly with source documents.
- Additional Qualifications: Experience with CCH ProSystems Suite is a plus.
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Ideal Candidate Traits:
- Detail-oriented with a focus on accuracy.
- Team player who can collaborate effectively with others.
- Ability to work independently while following established procedures.
- Professional, respectful, and positive attitude.
- Willingness to go above and beyond to meet deadlines and client needs.
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Work Environment:
This role is primarily office-based with some flexibility for remote work. Occasional travel to local areas (e.g., post office) may be required. Overtime may be necessary to meet the demands of the role.
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If you're passionate about working in a dynamic environment, where you can contribute meaningfully to both the team and our clients' success, we'd love to hear from you!
Employment Type: Full-Time
Salary: $ 40,000.00 140,000.00 Per Year
Job Tags
Full time, For contractors, Work at office, Local area, Remote work,