Administrative Financial Coordinator

Job Description

Job Description

We are seeking an Administrative Tax Coordinator in the Private Client Group of our wealth management firm. The candidate will provide administrative support to the tax department, process deliverables, and assist with any special projects as needed.

Responsibilities:

• Provide administrative support to the tax department to promote efficiency and client satisfaction.
• Assist with sending deliverables tax returns, tax projections, net worth statements, special projects) to clients.
• Prepare, print, and mail engagement letters and tax organizers.
• Answer and direct inbound calls.
• Greet visitors.
• Coordinate mailings via USPS, UPS, and FedEx.
• Ensure rooms are set up appropriately for office meetings.
• Organize, scan, and file confidential client information, including supporting documentation for the tax returns.
• Prepare Power of Attorney forms.
• Assist in maintaining databases.
• Work collaboratively with multiple departments and team members.
• Perform additional tasks as needed

Requirements

• Experience with a CPA firm or financial services company is preferred but not required.
• Ability to organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through, and meeting deadlines are critical.
• Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook).
• Strong client orientation.
• Excellent interpersonal and communication skills.
• Team player attitude.
• Problem-solver mentality.
• Commitment to company values.
• A willingness to learn tax-related software systems.
• Ability to learn basic tax-related functions such as assisting with the processing of individual, partnership, and trust income tax returns.

Real People. Real Connections. Real Results.

That's the Messina Talent Advantage.

For more than 40 years, Messina's Talent practice has continuously evolved to meet the needs of our clients. We not only help our clients fill roles and build their teams, but we also help them better understand their workforce and develop strategic talent initiatives that drive value for their organizations.

Messina Talent Advisors, a Messina Group Company, has the network, proven processes, and all the latest technologies to connect the right candidates with the right jobs - faster.

Company Description

Real People. Real Connections. Real Results.\r\n\r\nThat's the Messina Talent Advantage.\r\n\r\nFor more than 40 years, Messina's Talent practice has continuously evolved to meet the needs of our clients. We not only help our clients fill roles and build their teams, but we also help them better understand their workforce and develop strategic talent initiatives that drive value for their organizations.\r\n\r\nMessina Talent Advisors, a Messina Group Company, has the network, proven processes, and all the latest technologies to connect the right candidates with the right jobs - faster.