Perform routine clerical and administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.
WHAT YOU WILL DO
Regular duties include (but are not limited to):
Provide tax operational support including assembling tax returns and extensions (Business and Individual) in an accurate and timely manner.
Assemble tax organizers and tax return documents for clients.
Download electronic files and accessing online portals.
Organizing client data, bookmarking files for scanning and validating pages.
Responsible for formatting and proofreading of client correspondence and facilitate the review and approval by responsible party.
Electronically transmit final documents/tax returns to clients.
Accurately organize and maintain electronically executed documents.
Provide back-up coverage for administrative colleagues as well as reception and phones.
Place lunch orders for internal meetings, Lunch & Learns, etc.
Maintain inventory of office supplies and place orders with applicable vendors.
Work collaboratively with other administrative assistants to meet deadlines.
Ability to work in a collaborative environment as well as independently.
Ability to prioritize work and multi-task in a fast paced environment.
WHAT WE ARE LOOKING FOR
Experience
Familiarity with Office 365 (Excel, Word, Outlook)
Prior experience in the public accounting industry a plus but not required
Attention to detail and solid organizational skills
Solid verbal and written communication skills.
Conscientious with a strong work ethic.
A people-centric personality.
Customer service focus.
Education
High School Diploma (or GED or High School Equivalence Certificate)
WHO WE ARE
READY TO DELIVER
We take pride in our ability to combine local knowledge with national, regional, and international skills to provide you and your organization with the best resources possible. We harness the power of our network to empower you to achieve your goals, and to ensure we meet or exceed your expectations and objectives. UHY professionals get to know your business inside and out, and work with a solid understanding of what you need to succeed. Our dedication to delivering top-quality client service guides our every move.
A LEGACY OF COMMITMENT, GROWTH AND SERVICE
We know what we're doing. We have deep roots in spotting and nurturing growth opportunities that goes back decades. Today, we are a global provider of exceptional service and part of one of the largest accounting, tax and consulting networks in the world. We're dedicated to serving clients ranging from the dynamic middle-market to Fortune 500 companies. We believe that having a strong entrepreneurial mindset is key to growth, and we bring that mindset to every client experience.
AN ALTERNATIVE PRACTICE STRUCTURE TO BETTER SERVE YOU
A licensed CPA firm, UHY LLP offers audit and other attest services to public and private companies. UHY Advisors provides tax and consulting services, to a variety of business sectors.
Reach out to us today to learn how we can help you.
WHAT WE OFFER
Great Culture | Team-like culture of a small office with the benefits of a large firm
Competitive Compensation | Based on the role, credentials, and experience
Comprehensive Benefits | We offer group health insurance, dental, vision, 401K, PTO