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POSITION SUMMARY:

The Administrative Assistant is responsible for supporting the day-to-day administrative support of the Tax Practice Line and Cincinnati office. This includes but is not limited to processing (not preparing) various tax documents including but not limited to tax returns, tax extensions, estimated tax payment vouchers, tax engagement letters, various other tax correspondence and whatever other needs are required to support the tax team as needed.

PRIMARY JOB RESPONSIBILITIES:

  • Processes paperwork and documentation related to the tax function
  • Processing and remitting tax returns and extensions via e-filing
  • Organizing and setting up new tax client files and ensure related digital setup is complete (e.g.—Practice Management, Client Portal)
  • Prepares a variety of weekly reports including but not limited to project status, staff assignments, and various metric comparisons to the previous year
  • Prepares Excel spreadsheets for all clients & offices to include fee charged for current year tax returns. Sort & send to In Charge for updates.
  • Prepares for final review and mailing all Tax Compliance Engagement Letters and tax organizers to prospective and current clients as requested
  • Prepares Excel spreadsheet for all 1099 clients, including sorting & sending to In Charge for updates. Processes 1099s utilizing QuickBooks and updating Practice Management accordingly. Assesses number of 1096/1099 forms needed, place timely order & disburse to other offices
  • Supports the Tax Department with various clerical/administrative duties including but not limited to scheduling conference calls, scanning/faxing documents, maintaining files and schedules, compiling data, prepare new hanging file folders for tax clients, sort & file permanent file folders in tax compliance file cabinets
  • Acts as the Front Desk Receptionist/Administrative Assistant to greet Firm guests and answer a multi-line phone system
  • Processes client payments as needed
  • Participates in Firm committees and activities
  • Promotes the Firm positively in the community and through professional organizations involvement
  • Performs other duties as assigned

QUALIFICATIONS:

  • Required:
    • High school diploma or equivalent
    • 2+ years of reception/administrative assistant experience (or equivalent customer related ability)
    • Advanced computer literacy, including proficient use of all Microsoft Office products
    • Valid driver’s license and safe driving record
  • Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
  • Strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
  • Open to constant learning and training from other team members due to the ongoing diversity of client engagements
  • Excellent interpersonal, oral, and written communication skills
  • Ability to organize and plan workflows with minimal supervision
  • The desire to have fun with our work and to contribute to our unique company culture
  • Strong team based working approach

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Brixey & Meyer is an equal opportunity employer, who values diversity and is committed to creating an inclusive environment for all employees