Tax Administrative Assistant

$45,000 - $60,000/Yr

Mclaren & Associates Cpas Pc - Shrewsbury, MA

Full-time - Entry Level

Remote - Shrewsbury, MA

Professional, Scientific, and Technical Services

About the position

The Tax Administrative Assistant at McLaren & Associates CPAs, PC plays a crucial role in supporting the tax department by performing a variety of administrative tasks that facilitate efficient operations. This position is ideal for individuals who are passionate about making a positive impact on clients' lives while enjoying a supportive work environment that prioritizes work-life balance, especially during the demanding tax season.

Responsibilities

• Prepare invoices for the firm and work collaboratively with the billing team.
• Send invoices and statements to clients monthly electronically or by mail.
• Assist with monthly reconciliation projects.
• Assist the office manager with Accounts Payable projects.
• Perform weekly collection calls and attend weekly collection meetings.
• Assist with special Tax Department related projects and reports such as utilization reports, scheduling, and integration projects with other departments.
• Assist with the creation of Engagement binders for client work.
• Track daily deposits for the firm.
• Process individual and business returns in a timely manner and coordinate file pick-up with the client.
• Prepare agendas for meetings and prepare schedules.
• Record, compile, transcribe, and distribute meeting minutes.
• Maintain office supply inventories.
• Coordinate and maintain records for staff, telephones, parking, and petty cash.
• Answer, screen and transfer inbound phone calls.
• Receive and direct visitors and clients.
• Proactively solve administrative problems and inquiries.
• Schedule and coordinate meetings and appointments.
• Perform general clerical duties including photocopying, fax, filing, and mailing.
• Handle requests for information and data.
• Prepare written responses to routine inquiries.
• Prepare and modify documents including correspondence, reports, drafts, memos, and emails.
• Work collaboratively with the administrative team to ensure efficient departmental operations.
• Provide vacation coverage for administrative colleagues.

Requirements

• Computer skills and knowledge of relevant software.
• Knowledge of operation of standard office equipment.
• Knowledge of clerical and administrative procedures and systems such as filing and record keeping.
• Knowledge of principles and practices of basic office management.
• Preference will be given to candidates with prior experience in an accounting firm.

Nice-to-haves

• Experience in tax-related tasks or environments.
• Bilingual in Spanish.

Benefits

• Dental insurance
• Flexible schedule
• Gym membership
• Health insurance
• Paid holidays
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance