Administrative Assistant

The types of activities you will perform which are essential to your position are listed below. If you are unable to perform any of the tasks listed below or require accommodation to perform these tasks, please notify Human Resources. It is expected that you will be able to perform these tasks on a consistent basis, within a regular schedule and within deadlines. As an Administrative Assistant, you will report to the Tax Operations Manager and support our Tax Partner Group. As such it is an essential requirement of your position that you be able to do the following, with or without reasonable accommodation. Client Experience & Support Provide a white glove experience for clients, ensuring their needs are met with the highest level of service Track engagement letter signings and handle client correspondence/POAs Provide training and assistance for client portals such as TaxCaddy, Box, and SSR Ensure timely and accurate delivery of client returns Prepare, write cards, ship, and track all client gifts, including those for new clients, new homes, new babies, or marriages Partner & Team Support Manage partner calendars, confirm appointments with clients, link relevant information, and research prospects Maintain the Tax Team closet, support other Admin Team members as requested, and provide backup support for team overflow Assist partners with various administrative tasks Operational & Financial Tasks Responsible for scanning and organizing client documents Follow up on 8879 forms to ensure timely completion Manage client billing and collections processes Miscellaneous Order lunches for client meetings and manage food setup/breakdown for tax client meetings or internal tax team meetings Provide regular reception coverage as necessary Assist with other Platinum Team responsibilities as needed Compensation details: 52000 Yearly Salary PIcc6c3fd5571a-25448-41292530aa415a4b-8b21-40fc-a65c-70d2b25ca29a