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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative and organizational capabilities, with a focus on optimizing client experience and maintaining accurate records. Proficient in managing multiple tasks efficiently while ensuring quality control and effective communication across teams.
Highest-signal resume keywords
Administrative SupportClient Experience OptimizationWorkflow Software ProficiencyAttention to DetailTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Computer LiteracyQuality Control ReviewsData ManagementDocument ScanningTask Prioritization
Soft Skills
Effective CommunicationInterpersonal SkillsOrganizational SkillsPositive AttitudeAbility to Work Under Pressure
Tools & Technologies
SafeSend ReturnsFirm Workflow Software
Industry Keywords
Tax OperationsClient DocumentationPersonally Identifiable InformationAdministrative SupportCustomer Service
About the role
Key responsibilities & impact- Provide national administrative and operational support to the Tax Department firm-wide
- Optimize efficiency, client experience, and quality across the tax delivery process
- Electronically deliver assembled tax return packages via SafeSend Returns or email to clients
- Communicate professionally, timely, and respectfully with clients and troubleshoot issues
- Maintain accurate and up-to-date records in firm workflow software
- Move tax jobs through established firm processes using workflow software
- Assist with Tax Operations Team data projects and related initiatives
- Perform quality control reviews for completeness and accuracy
- Secure and protect Personally Identifiable Information according to firm standards
- Support certified mail processing and coordinate catering for team meetings and events
- Assist with front desk and receptionist rotation as needed
- Scan client documents and consolidate filing
- Participate in standby national pool support as needed
- Undertake ad-hoc tasks and other duties assigned to support team and firm objectives
- Collaborate with professionals at all levels across the organization
Requirements
What you’ll need- Strong administrative and computer literacy skills
- Excellent organizational and customer service skills
- Effective written and verbal communication and interpersonal skills
- Strong attention to detail with the ability to self-review
- Ability to manage and prioritize assigned work using strong time-management and task-prioritization skills
- Ability to work independently and multi-task with accuracy and timeliness
- Positive, can-do attitude with the ability to work under pressure and meet deadlines
- Availability to work overtime, including evenings and weekends, as needed
- Preferred: Experience with SafeSend or similar tax delivery applications
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Competitive compensation
- Industry-leading benefits
- Flexible work environment to enjoy work/life balance
- Growth opportunities and continuous learning
- Collaborative culture
- Entrepreneurship and freedom to innovate