Front Desk/Billing/Administrative position

As an Administrative Assistant, you will report to the Tax Operations Manager and support our Tax Partner Group. Client Experience & Support

Provide a white glove experience for clients, ensuring their needs are met with the highest level of service
Provide training and assistance for client portals such as TaxCaddy, Box, and SSR
Prepare, write cards, ship, and track all client gifts, including those for new clients, new homes, new babies, or marriages
Partner & Team Support

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
Manage client billing and collections processes
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
High School Diploma
At least one year of general administrative experience
Proofreading experience or certification preferred
Must be available to work a minimum of 40 hours per work, between the professional hours of 9am and 5pm plus Saturday during busy season
Must possess superior computer skills, knowledge of Microsoft Office programs (Word, Excel and PowerPoint) and must have adequate typing abilities
A strong command of the English Language and grammar is necessary
Hybrid policy (3 days in office or at client site)
Highly competitive salaries and bonus programs
Medical, dental, life, and long-term disability insurance
Paid holidays, vacation and sick time
Casual dress code: dress for your day
Mentorship and training opportunities
Strong focus on the Mercadien community
When you come on board, you become a part of our community and extended family. passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!
Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm. We are a teamwork-focused firm and support each other professionally and personally. Were collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation. Mercadien will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's Form I-9 to confirm work authorization.