Administrative Assistant

#LI-EM1 #LI-Onsite

Essential Functions and Primary Duties

* Distributes 1040 organizers to clients

* Create engagement letters and maintain data in Amelio

* Submit Client Intake Forms

* Performs New Client Set-up process in Amelio

* Submit Data Maintenance Forms

* Performs assembly check and distributes client deliverables via Share File; prints any needed deliverables.

* Perform Share File Setups

* Updates tax tracking information in Practice Engine as directed

* Completes scanning and copying as needed or requested

* Perform data maintenance in Tax HQ

* Support billings and collections for directors

* Expense reports

* Assist clients with Safe Send Returns

* Handle client calls and their requests

* Prepare Power of Attorney

* Handle various requests submitted through the administrative common inbox

* Tracks and secures client e-file authorization forms and routes to e-file step of process

* Coordinate meetings, presentations, etc.

* Produces Reports needed for assigned directors PE, etc.

* Tracks receipt of engagement letters, follows up on letters not received, provides internal status updates

Preferred Qualifications

* Bachelor's degree

Minimum Qualifications

* High school diploma or GED

* 2 years experience in office environment and preferably performing as an administrative assistant

* Must have knowledge of administrative procedures

* Proficient use of applicable technology

* Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally