Front Desk/Billing/Administrative position

Administrative Assistant

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. We're 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.