Tax Administrative Assistant

Posted 1 month ago

As our success continues, so do the opportunities for our professionals. A career with Stanfield + O’Dell will offer growth and learning opportunities. The firm is small enough for providing you with personal attention, yet large enough to offer you the opportunity to meet your career goals. We offer an excellent work environment which includes flexible schedules, competitive salaries, and a comprehensive benefits package.

Stanfield + O’Dell is currently seeking a full time Tax Administrative Assistant who will be responsible for administrative support and processing deliverables. The ideal candidate will be proactive, highly organized, and detail oriented; display a quick ability to learn; and be able to work independently. They must also have exceptional communication and organization skills, the ability to prioritize multiple projects, and be a team player in a professional work environment.

Primary Responsibilities

  • Responsible for all aspects of tax return and tax form processing including printing, assembling, and electronic storage of tax returns, extensions, estimates, notices, etc.
  • Sorting, scanning, and electronic filing of client information
  • Maintenance of electronic filing system and e-filing of tax returns
  • Preparation of general and tax correspondence and annual tax organizers
  • Assist with audit financial statement processing, formatting, proofreading, and binding
  • Update procedures as needed
  • Deliver high quality service and results

Additional Responsibilities

  • Responsible for kitchen tidiness, dishwasher, and kitchen supplies
  • Coordinate busy season weekend lunches
  • Assist with marketing efforts and employee functions as requested
  • Serve as a backup to receptionist through understanding of job requirements
  • Serve as backup for post office deliveries
  • Interact and communicate effectively and professionally with all levels of company personnel, shareholders, clients and other third parties
  • Flexible to handle other projects, sometimes on short notice
  • Provide general filing, administrative support and other duties as required

Requirements for this Position

  • High level of understanding of technology, including proficiency with Word, Excel, Outlook and Adobe
  • Knowledge of typical office procedures, filing, telephone techniques, and office equipment including scanners, printers and copiers
  • Proficiency in English language usage, spelling, grammar, and proofreading
  • Excellent telephone and oral communication skills
  • Ability to follow written and verbal instructions, manage assigned tasks, problem solve, and follow through to completion
  • Ability to work in a team environment by being cooperative, supportive, and energetic, with a positive “can-do” attitude
  • High level of interpersonal skills to handle sensitive and confidential situations and documentation
  • Experience in public accounting or professional services firm or related experience
  • Familiarity with tax accounting and financial concepts preferred
  • Core hours are 8:00am to 5:00pm, Monday through Friday
  • Ability to work additional hours as needed, including overtime and weekend hours required during busy seasons