Professional Assistant (Tax Processor)

At Sax LLP, we are driven by our ability to turn every clients 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. As a member of the Shared Services Department, the Professional Assistant (Tax Processor Admin) will report to the Manager of Administration. This position is required to be in the Parsippany, NJ office; WFH requests can be made to the Manager of Administration and are subject to approval. Responsibilities: Participate in Sax trainings and serve as point-person for merged-Firm staff/partner questions/training. Provide training to new hires on Firm procedures as requested. Procure client source documents from Portal/SafeSend/Tax Caddy as necessary, save in GFR and notify respective parties; follow-up with clients for missing items. Save all returns, reports, documents and forms to the Firms document managing system (GFR) and/or CaseWare. Routing workflows when appropriate. Process and finalize monthly billings and retainers. Type, proofread and format all types of correspondence and Tax Arrangement Letters for the Firm. Prepare PowerPoint presentations. Create barcode pages for source documents to be scanned. Schedule meetings for Partners and notifying participants. Provide Partners a weekly update of all outstanding and/or requested items. Provide backup to Tax Processing and E-File teams as necessary: Print, process and assemble tax returns and distribute to clients and various governmental agencies. Process tax returns through E-file system; release returns through E-file system by managing the client return of signed forms; follow up with clients whose forms are delinquent. Follow up with Partners on filing rejections or errors. Provide back up to Accounting Support Associates as necessary: Type, format, and proofread Financial Statements and reports according to Firm standards. Releasing and tracking A&A documents through SafeSend to obtain e-signatures. When in the office, greet clients at Reception, guide them to conference room/office, and provide refreshments as requested. 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 and Outlook, 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. Experience with PowerPoint, GFR and CCH Axcess is preferred. Expected workweek is 37.5 hours, 8:30am-5:00pm 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 Holidays Paid Volunteer Day Health and Wellness Initiatives and Incentives Medical, Dental, Vision and Life Insurance Short- and Long-Term Disability Flexible Spending Accounts Tuition Reimbursement for Advanced Degrees 401K Plans with Sax Matching Contribution Summer Fridays Employee Referral Bonus Firm-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: 2024-10-31