Tax Administrative Assistant

$45,760 - $62,400/Yr

Barton, Walter & Krier, P.C. - Maple Grove, MN

Part-time,Full-time - Entry Level

Remote - Maple Grove, MN

Professional, Scientific, and Technical Services

About the position

The Tax Administrative Assistant at Barton, Walter & Krier, P.C. (BWK) plays a crucial role in supporting the tax department by managing client setups, processing tax returns, and maintaining the client database. This position requires effective communication, strong organizational skills, and the ability to handle multiple deadlines in a dynamic work environment. The role is designed for individuals who are passionate about client service and are looking to contribute to a collaborative and innovative firm.

Responsibilities

• Ensure new clients are set up correctly for filing, archiving, correspondence, faxing, preparing and distributing documents, and photocopying.
• Ongoing maintenance of the client database.
• Process and assemble tax returns and extensions in proper order with appropriate attachments.
• Prioritize administrative workflow and manage multiple deadlines and requests.
• Run Due Date Reports from the Tracking Program (Access Workflow/XCM) and deliver them to various team members.
• Print & send the Tax Client Organizers to clients.
• Scan and file confidential client information.
• E-file returns and extensions, following up on any rejections or other questions.
• Prepare and finalize documents with a strong working knowledge of tax preparation protocols.
• Answer phones (fill-in at main reception desk).
• Perform other duties as assigned to ensure the continued function of the organization.

Requirements

• High School Diploma
• Minimum of 3 years of tax firm administrative experience required.
• Experience using Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.

Nice-to-haves

• Customer service experience (1 year preferred)

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance