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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative support capabilities, including client engagement coordination, data management, and effective communication. Proficient in Microsoft Office tools and adept at handling confidential information while managing multiple tasks and deadlines.
Highest-signal resume keywords
Client Engagement SupportMicrosoft ExcelStrong Verbal CommunicationData Research and ManipulationTime and Expense Tracking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementDocument FormattingResearch SkillsCalendar ManagementTravel Arrangements
Soft Skills
Strong Written CommunicationTask PrioritizationTeam CollaborationAdaptabilityAttention to Detail
Tools & Technologies
Microsoft WordMicrosoft AccessMicrosoft PowerPointMicrosoft OutlookInternet Navigation
Certifications & Qualifications
Valid Driver's License
Industry Keywords
Client DeliverablesConfidential InformationAdministrative SupportHigh-Energy Team EnvironmentPractice-Specific Experience
About the role
Key responsibilities & impact- Assist team members with a variety of tasks to provide client engagement support and coordination
- Provide basic administrative support to team members
- Respond to client inquiries and requests from tax authorities
- Copy, scan, upload, download, print, organize, format, code, and map work papers and client data
- Perform research on clients and industries
- Assist engagement teams in preparing and distributing client deliverables
- Prepare e-mails, memos, letters, and confirmation requests
- Gather required signatures on forms and letters
- Create client and project files using Microsoft® Excel and Access
- Answer telephone calls and take accurate and concise messages
- Maintain calendar appointments and deadlines
- Make travel arrangements as needed
- Maintain communications while the team is traveling
- Track and report time and expenses for self and Manager as needed
- Organize and prioritize multiple tasks while meeting critical deadlines
- Handle and safeguard confidential information and sensitive material
- Research and manipulate data
- Perform other duties and assist with other projects as assigned
Requirements
What you’ll need- Two-year (associate) college degree, with minimum of three years related practice-specific experience OR four-year, any major, degree from accredited university, with minimum overall GPA of 2.80
- No experience required
- Desire to perform in a high-energy team environment
- Strong verbal and written communication and strong proofreading skills
- Ability to prioritize tasks, work on multiple assignments, and manage ambiguity
- Ability to work both independently and as part of a team with professionals at all levels
- Intermediate knowledge of Microsoft® Word, Access, Excel, PowerPoint, Outlook, and Internet navigation and research
- Valid driver’s license required
- Ability to work overtime and travel independently as needed
Benefits
Comp & perks- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service