Administrative Assistant, North Dakota

As a key member of the administrative team, this role helps keeps our tax operations running smoothly by coordinating client document intake, assembling and processing returns, managing e-filings, and tracking project progress. This role works closely with tax professionals and fellow administrators to ensure timely, accurate deliverables and top-notch client service.

Play a key role in the tax process by coordinating the intake of client information, managing the preparation and processing of deliverables, and overseeing the e-filing and electronic delivery of tax returns.

Maintain thorough documentation and actively work to enhance efficiency and standardize the firm’s processes and procedures.

Tax return assembly

Monitor open tax jobs and status’

Problem solving ideas to help the office operate at its most efficient level

Manage the e-filing of Form 8879s, ensuring accurate release of returns, monitoring filing statuses, and closing projects in a timely and efficient manner.

Support the extension process by assisting Relationship Managers with the preparation and timely release of tax extensions.

Generate DataScan reports as requested by Firm Tax Leaders

Maintain and update client lists within firm software systems

Manage the annual Organizer and Engagement Letter projects

Collaborate with team members to identify and implement best practices and process improvements

Provide support on various administrative projects as needed

Working as a part of a team to perform general receptionist duties, including answering phone calls professionally and directing callers to the appropriate team members, greeting and assisting walk-in clients, and providing general administrative support.

Ensure all tasks and projects are completed in accordance with established deadlines

Requirements

Administrative support experience in a professional office environment- preferably in Tax or Accounting Office

In-depth knowledge of the tax process and general terminology

Familiarity and experience with general office equipment and Microsoft Office Suite

Strong software and technology skills

Strong communication skills

Continued technical and professional learning

Growth mindset and ability to learn in a fast-paced environment

Ability to think innovatively

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.