Senior Administrative Assistant at Emory University supporting health - related academic leaders. Overseeing office operations and preparing budgets, reports, and materials for meetings.
About the role
- Administrative Assistant supporting accounting and communication tasks at WilkinGuttenplan. Managing daily office activities and collaborating with firm’s leadership including partners and managers.
Responsibilities
- Assemble and process tax returns for both electronic and hard copy delivery to clients.
- Compose and continuously update client proposals and engagement letters.
- Arrange spreadsheets and miscellaneous reports as requested.
- Assist with drafting new client forms.
- Assist with processing of engagement letters.
- Assist the CIRA Depts. as need for administrative tasks such as client fees, client records and workflow processing).
- Draft Power of Attorney, Installment Agreements, etc.
- Process 1099’s.
- Process IT 204 LL’s.
- E-Filing.
- Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
- Manage GoFileRoom (GFR) tax workflows, rollovers, and tracking as deadlines approach.
- Collaborate with the administrative team to ensure daily workflow is being effectively handled.
- Diligently review and notarize documents (Notary not mandatory but would be a bonus).
- Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc.
Requirements
- Minimum 3+ years of administrative experience.
- CPA or professional services firm experience preferred.
- Must be flexible with hours and available to work some overtime as needed.
- Mandatory 3 day in office work week (More as need during busy season).
- Overtime hours may be required during busy season (January through April including some Saturdays, depending on workflow as well as September & October major deadlines).
- Strong attention to detail, proofreading, and problem-solving skills.
- Ability to prioritize multiple assignments, manage interruptions, and shift priorities with ease.
- Ability to maintain a professional demeanour in a fast-paced, deadline-oriented environment.
- Ability to exercise complete confidentiality while working with sensitive information.
- Energetic team player with a positive attitude.
- Proficient in the use of Microsoft Word, Excel, Outlook and Adobe; Go File Room, CCH, ProSystem Fx a plus.
- Excellent verbal and written communication skills.
Benefits
- We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
- We offer a competitive salary and benefits package, including Unlimited Work Options, generous PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website
- Our collaborative work environment is strongly committed to your professional growth and success
- We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm
- We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms to Work For, and many more!
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
Tech skills
Location requirements
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