Job Description

Join Our Team as a Support Administrator!

Are you highly organized, detail-oriented, and ready to support a dynamic tax team? We’re looking for a proactive professional to help manage workflows, coordinate with clients, and keep our operations running smoothly. The role of Support Administrator is to provide key administrative support to the tax, administrative, and occasionally accounting teams. This role involves maintaining project management systems, coordinating with clients, preparing and delivering tax returns, and assisting with data reporting and analysis. The ideal candidate is a sharp and highly motivated individual that is organized, adaptable, and able to manage shifting priorities in a fast-paced environment.

Ready to take the next step in your career? Apply today!

RESPONSIBILITIES:

• Provide administrative support to the Tax team, including managing workflow tasks, preparing engagement letters, organizing tax documents, and assembling and delivering client tax returns.
• Coordinate directly with clients to schedule meetings, request documentation, and ensure timely communication via phone and email.
• Maintain and update project management and client data systems, including task tracking, project entries, and client record updates.
• Track and report key tax metrics to support departmental meetings and decision-making; generate and interpret reports using data mining and analysis tools to provide actionable insights.
• Utilize firm software tools such as CCH Axcess, Caseware, and Microsoft Office to complete daily tasks with efficiency and accuracy.
• Provide backup coverage for the receptionist, including greeting clients, handling incoming calls, processing mail, and managing office supplies, as needed.
• Flexibly support new projects and evolving responsibilities as assigned, contributing to changing business needs in a cooperative manner.

• Strong skills in Microsoft Word, Excel, PowerPoint, and Adobe Systems
• 1-3 years of Data and/or Administrative Experience Preferred
• Associate degree, 2-year college certification required; Candidates nearing degree completion with satisfactory academic progress will be considered
• Professionalism, dependability, integrity, and trustworthiness combined with a cooperative attitude
• Ability to manage multiple projects / deadlines and to focus your efforts to maximize the team’s impact
• Highly motivated self-starter with strong critical thinking and problem-solving skills
• Excellent customer service skills (on the phone and in person)
• Ability to work independently and as part of a team
• Demonstrate strong attention to detail and take full accountability for delivering high-quality work

CULTURE:

We are a values-driven firm focused on Integrity, Responsibility, Excellence, Teamwork, Personal Growth, and being Genuine. We seek a driven, positive individual who shares these values and thrives in a collaborative, team-oriented environment. If you're curious, responsible, and eager to contribute, we offer a supportive culture with opportunities for personal and professional growth in a paperless, dynamic setting. 

BENEFITS:

• Unlimited PTO after 90 days of employment 
• Competitive Medical, dental and vision benefits
• 401k matching program after one year of employment
• Quarterly Bonus Program 
• Flexible working environment home and office
• Rich Culture with Firm-sponsored events and outings

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