Professional Assistant

At Sax LLP, we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team-member-driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!Essential Duties and Responsibilities:A non-inclusive list of duties and responsibilities is outlined below. This list is only a guideline of what to expect in the position. New duties and responsibilities may develop as the position and employee evolve and the job description will change accordingly. This is a Non-Exempt position.We are currently seeking a full-time Professional Assistant for the Shared Services Department, reporting to the Manager of Administration. This role requires on-site presence in the NYC office, with work-from-home requests subject to approval by the Manager of Administration.Responsibilities:• Type, proofread and format all types of correspondence and Tax Arrangement Letters for the Firm.• Prepare FedEx and Certified mailings when requested.• Save all returns, reports, documents and forms to the Firm's document managing system (GFR), and route workflows when appropriate.• Create barcode pages for source documents to be scanned into GFR.• Process and finalize monthly billings and retainers to clients.• Provide backup to Tax Processing and E-File teams as necessary:• Experience with GFR, CCH Axcess, and SafeSend is preferred for technical support.• Business or Business Casual attire is required at all times.Qualifications:Maintains confidentiality in all aspects of position. Maintains the ability to use grammatical, spelling and punctuation skills effectively. Must have excellent organizational skills and the ability to multi-task. Possesses excellent interpersonal skills as well as a cooperative and dependable personality.• Proficiency in Microsoft Office, specifically Word, Excel, Outlook and Teams, is required.• Prior experience in a Tax/Accounting firm is strongly preferred.• Must be able to type a minimum of 60 WPM.• Must be able to sit for extended periods of time.• Expected workweek is 37.5 hours, 8:30-5:00 Monday - Friday.• Vacation blackouts, OT and availability on Saturdays required from Feb. 15th - April 15th, and Sept. 1st - Oct. 15th.Comprehensive Benefits Package includes:Generous Paid Time Off and HolidaysPaid Volunteer DayHealth and Wellness Initiatives and IncentivesMedical, Dental, Vision and Life InsuranceShort- and Long-Term DisabilityFlexible Spending AccountsTuition Reimbursement for Advanced Degrees401K Plans with Sax Matching ContributionSummer FridaysEmployee Referral BonusFirm-Sponsored Events and much more!Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

Created: 2025-02-02