Tax Administrative Assistant
Eide Bailly
Location: Norman, OK or Oklahoma City, OK
Work Arrangement: In-office
A Day in the Life:
A typical day as a Tax Administrative Assistant might include the following:
- Support engagement setup and administration, including assisting with Master Service Agreements (MSAs) and Statements of Work (SOWs) for all Oklahoma offices.
- Prepare, proofread, and format correspondence and client documents.
- Maintain accurate databases and reports, including new client setup, project tracking, and due date reporting.
- Process and assemble tax returns, extensions, efilings, and tax organizers.
- Provide administrative support to the tax department to support efficiency, organization, and client service.
- Collaborate with team members to provide backup and overflow support as needed.
- Communicate professionally with partners, managers, and staff.
- Utilize tax and accounting software to complete a wide range of administrative tasks.
- Assist with special projects and other administrative duties as assigned.
- Follow training guides, asking appropriate questions when clarification is needed.
- Provide backup support to the front desk andother departments when needed.
- Maintain regular, predictable inoffice attendance and meet established deadlines.
Who You Are:
- You have a high school diploma with 3+ years of administrative support experience; public accounting experience is a plus.
- You are comfortable working in a fastpaced, highvolume environment, especially during busy seasons.
- You are highly organized, detailoriented, and able to manage multiple priorities.
- You are professional, discreet, and committed to maintaining client confidentiality.
- You enjoy collaborating as part of a team while also working independently with minimal supervision.
- You are flexible to work additional hours, including weekends, during peak periods.
- You are comfortable using technology and learning new systems.
- You are proficient in:
- Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.
- Microsoft Word: including formatting, creating tables, headers & footers.
- DocuSign: including creating, sending, and tracking documents for e-signature.
- Adobe Acrobat: including creating, editing, and commenting on PDFs.
- Microsoft Outlook and Teams.
-
You have strong written and verbal communication skills.
You have familiarity with CCH Access Tax, Document, CCH Engagement and experience with Autoflow and Microsoft CRM (Springboard), a plus.
- This position requires prolonged standing and sitting, some bending, stooping, and stretching, and the ability to lift 20 lbs.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Making an Impact Together
People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.
Compensation
Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
Benefits
Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next Steps
We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us onFacebook,Twitter,Instagram,LinkedInor ourAbout Uspage.
Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.
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