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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 ExcelData ManagementStrong Communication SkillsTime 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
Data ResearchDocument FormattingTask PrioritizationConfidential Information HandlingBasic Administrative Support
Soft Skills
Team CollaborationStrong Proofreading SkillsAbility to Manage AmbiguityIndependent Work
Tools & Technologies
Microsoft WordMicrosoft AccessMicrosoft PowerPointMicrosoft OutlookInternet Navigation
Certifications & Qualifications
Valid Driver’s License
Industry Keywords
Accounting KnowledgeFinancial KnowledgeClient DeliverablesEngagement TasksPractice-Specific Experience
About the role
Key responsibilities & impact- Assists team members with a variety of tasks to provide client engagement support and coordination
- Ensures all support needs are met and assists with engagement and non-engagement tasks
- Provides basic administrative support to team members
- Responds to client inquiries and requests from tax authorities
- Copies, scans, uploads, downloads, prints, and organizes work papers
- Scans, formats, codes, and maps client data into databases
- Performs research on clients and industries
- Assists engagement teams in preparing and distributing client deliverables
- Prepares emails, memos, letters, and confirmation requests
- Gathers required signatures on forms and letters
- Creates client and project files using Microsoft® Excel and Access
- Answers telephone calls and takes accurate, concise messages
- Maintains calendars, appointments, deadlines, communications, and travel arrangements
- Tracks and reports time and expenses
- Organizes and prioritizes multiple tasks while meeting critical deadlines
- Handles and safeguards confidential information and sensitive material
- Researches and manipulates data
- Performs other duties and assists with other projects as assigned
- Works overtime and travels independently as needed
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
- Accounting and financial knowledge, experience, and education a plus
- 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