Tax Administrative Assistant
POSTED: 09.26.08
LOCATION: Cleveland
DEPARTMENT: Tax
DESCRIPTION:
The ideal candidate will have at least three years of administrative experience and must be detail-oriented, have the ability to multi-task in a fast paced environment, and possess the ability to work independently. Candidates should demonstrate resourcefulness, initiative, and have a strong desire to learn. Professional demeanor and intermediate to advanced software skills (Word, Excel, and PowerPoint) are required. Overtime will be required during the months of February, March, and April. The successful applicant will also possess excellent oral, written and interpersonal skills. Prior experience in a business environment is a plus.
The administrative assistant will be cross-trained to develop a diverse knowledge base and skill-set. This position not only supports the overflow from different divisions, but it also entails collaborating with peers to successfully complete special projects. Prior experience with tax return processing is also a plus.
Responsibilities include, but are not limited to:
o Drafting Word and Excel documents including preparing correspondence engagement letters, and other general assignments
o Attend, record and distribute minutes gathered at various department meetings
o Tabulating data and constructing spreadsheets
o Organizing client files and managing filing system including retrieving and sending files to storage
o Logging in, scanning, and processing of tax returns
o Phone calls to schedule meetings, etc.
o Backup on phone coverage
o Preparing mailings including certified mail, FedEx, UPS, and all other delivery services
o Assisting with copy jobs and scanning projects as needed
o Entering in new client information into system
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