Tax Administrative Assistant

🔥 1 minute ago

🏖️ New Jersey, New York – Remote

🏖️ New Jersey – Remote 🗽 New York – Remote

💵 $58k - $72k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📋 Administrative Assistant

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WilkinGuttenplan

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1983

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

WilkinGuttenplan is an innovative, full-service accounting and advisory firm committed to proactive service, deep expertise, and long-lasting relationships. The firm offers a wide range of services including accounting and assurance, business valuation, advisory services, tax services, and specialized audits. WilkinGuttenplan caters to a diverse array of industries such as closely held businesses, healthcare professionals, real estate, and technology services. With a focus on client needs, the firm provides tailored solutions designed to enhance business performance and ensure compliance with complex regulations.

📋 Description

• Manage individual client 1040 tax-document intake and verify completeness • Use tax software, scan-and-import tools, PDF tools, and AI tools under firm policy; review outputs for accuracy • Escalate non-routine missing-document issues to preparers or reviewers • Communicate with clients by phone and email regarding documents, deliverables, and requests • E-file and qualify tax returns and related workflows • Perform annual rollover of tax locators • Assemble and process electronic and hard-copy tax returns • Compose, maintain, and update client engagement letters • Arrange spreadsheets and miscellaneous reports • Assist with drafting new client forms • Track tax workflows, liaise with tax staff, and monitor deadlines • Support the CIRA Department with administrative tasks • Cross-train to support the A&A team • Draft Powers of Attorney and Installment Agreements • Process 1099s • Assist Partners and Managers with administrative functions, correspondence, calendars, and client contacts • Manage GoFileRoom tax workflows, rollovers, and tracking • Collaborate with the administrative team on daily workflow • Review and notarize documents • Assist with mailings, faxing, filing, copying, scanning, and special projects

🎯 Requirements

• Minimum 3+ years of administrative experience • CPA or professional services firm experience preferred • Working knowledge of individual tax documents (W-2s, 1099s, brokerage statements, K-1s) and complete document sets for individual returns • Ability to come into the office as needed is preferred • Overtime may be required during busy season, including some Saturdays • Strong attention to detail, proofreading, and problem-solving skills • Continuous-improvement mindset and ability to implement practical process improvements • Ability to prioritize multiple assignments, manage interruptions, and shift priorities • Professional demeanor in a fast-paced, deadline-oriented environment • Polished written and verbal communication skills and client-facing professionalism • Ability to maintain confidentiality with sensitive information • Proficiency in Microsoft Word, Excel, Outlook, and Adobe • GoFileRoom, CCH, and GoTax are a plus

🏖️ Benefits

• Flexible work/life balance • Fully virtual or hybrid work arrangements • Professional growth and success opportunities • Generous PTO • Medical insurance • Dental insurance • Vision insurance • 401(k) with employer match • Summer Fridays • Flexible work schedules • Performance award (bonus) eligibility • Competitive salary and comprehensive benefits package

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