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Administrative Assistant - Tax

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Aprio

1mo ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Atlanta
  • Quick Apply

AI generated summary

  • You should have prior administrative experience, familiarity with tax processes, proficiency in Microsoft Office, strong communication skills, and the ability to manage tasks in a fast-paced environment.
  • You will manage client communications, coordinate meetings, prepare documents, assist with invoicing, handle confidential files, generate reports, and provide administrative support for tax services.

Requirements

  • Preferred Qualifications include:
  • Previous experience in a similar role within the financial, legal, or professional services industry
  • Familiarity with tax-related processes and procedures
  • High school diploma or equivalent; additional certification in office management is a plus
  • Proven experience as an administrative assistant or relevant administrative role
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Familiarity with CRM tools, preferably HubSpot
  • Strong interpersonal and communication skills, both written and verbal
  • Exceptional organizational and time-management skills
  • Ability to multitask and prioritize tasks effectively
  • Discretion and confidentiality when handling sensitive information
  • Detail-oriented with a commitment to accuracy
  • Ability to adapt to changing priorities and work in a fast-paced environment

Responsibilities

  • Develop and maintain strong rapport with clients, providing exceptional service and support
  • Correspond with clients through written and verbal communication and greet clients in person as needed
  • Prepare, edit, and track engagement letters accurately and efficiently
  • Manage calendar appointments and coordinate meetings for multiple partners
  • Schedule and organize complex activities such as meetings, travel arrangements, conferences, and departmental events
  • Create, revise, and design PowerPoint presentations for various purposes
  • Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
  • Complete client setup forms for new clients and engagements
  • Handle confidential correspondence and files with discretion
  • Prepare expense reports and assist with invoicing and accounts receivable support
  • Proofread and prepare correspondence including client engagement letters and response letters to IRS and various tax authorities
  • Act as a change agent for implementing new processes within the department and guide team members accordingly
  • Manage due date reporting to meet IRS/Tax authority deadlines
  • Conduct data management and cleanup of projects in applications
  • Coordinate receipt of signed e-File authorizations and follow up on missing forms required for e-filing
  • Assist in the delivery of tax returns not handled by the centralized delivery team
  • Generate reports using various programs and create reports in Microsoft Excel with intermediate formulas, charts, and graphs
  • Support with processing certified mail and coordinate catering for team meetings and events
  • Occasionally assist in front desk/receptionist rotation
  • Scan client documents and consolidate filing
  • Participate in standby national pool support as needed
  • Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders

FAQs

What is the role of the Administrative Assistant in the Tax Operations team?

The Administrative Assistant will provide comprehensive administrative support to multiple partners/managers and staff within the Tax Operations department, which includes client communication, calendar management, document preparation, and team coordination.

What are the preferred qualifications for the Administrative Assistant position?

Preferred qualifications include previous experience in a similar role within the financial, legal, or professional services industry, familiarity with tax-related processes, proficiency in Microsoft Office Suite, and strong interpersonal and communication skills.

What kind of tasks will the Administrative Assistant be responsible for?

Responsibilities include managing calendar appointments, scheduling meetings, preparing engagement letters, handling confidential correspondence, supporting invoicing and accounts receivable, and generating reports, among others.

Are there opportunities for professional growth within the firm?

Yes, Aprio offers vast growth opportunities and promotes continuous learning and advancement for employees.

What benefits are offered to full-time team members?

Full-time team members receive medical, dental, and vision insurance, 401k with profit sharing, tuition assistance, parental leave, a wellness program, and more.

Is there a specific software that the Administrative Assistant will be using?

Yes, familiarity with CRM tools like HubSpot is preferred, as the role involves managing prospects and leads through this platform.

How does Aprio promote a positive work culture?

Aprio's culture is guided by thirty-one fundamental behaviors referred to as the "Aprio Way," which fosters exceptional team-member and client experiences.

Can the Administrative Assistant expect to work on complex activities?

Yes, the Administrative Assistant will manage complex activities such as coordinating travel arrangements, meetings, and departmental events.

Is there a requirement for handling confidential information?

Yes, the role requires the ability to handle confidential correspondence and files with discretion and maintain confidentiality when dealing with sensitive information.

What is the expected work environment for this position?

Aprio offers a flexible working environment, including both remote and hybrid options, to support work-life balance.

Aprio

Top 30 business advisory and CPA firm helping clients and team members achieve what's next.

Accounting
Industry
1001-5000
Employees
1952
Founded Year

Mission & Purpose

Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.