Tax Administrative Assistant

Company Overview:Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois "Best Places to Work" for the past 14 years, we have been committed to shaping the workplace around our people - their personal as well as professional needs. If you are a motivated and organized professional looking to start or advance your career in a dynamic CPA firm, we encourage you to apply for the Tax Administrative Assistant position at Weiss & Company LLP.Primary ResponsibilitiesProvide administrative support to the tax department and firm membersAssist with tax return assembly and processing, including organizing and cleanup of client documents electronically and manuallyOrganize, scan and process tax-related paperwork efficientlyManage the scan and auto flow process for client documentsTyping and assembly of financial statementsAssist with year-end mailings, including organizersPreparation of engagement letters, correspondence and other documentsManage the portal for incoming client documentsAssist with special projects and other duties as assigned by supervisorsProcess FedEx, UPS, and Certified MailAssist with various administrative tasks, including lunch orders and set upclean upServe as a backup to the Front Desk (answering phones, greeting visitors, mail, etc.) when neededQualifications:3+ years of prior office experience requiredPublic Accounting experience preferredAdditional Skills:Proficiency in Microsoft Office SuiteProficiency in Adobe Acrobat PFD FlyerStrong organizational and multitasking skillsExcellent communication and interpersonal abilitiesExcessive attention to detail and accuracyAbility to work independently and with minimal supervisionDeadline-Oriented: Ability to work a flexible schedule in order to meet the needs of the businessTeam player with a positive attitude and willingness to assist colleagues as neededCapable of maintaining absolute confidentiality in regard to client and firm records and informationFamiliarity with tax terminology and procedures is desirable, but not required

Created: 2025-02-21