Our client (global business management firm) is seeking a Senior Executive Assistant (Tax) out of their Encino, California office.
What will you do?
- Oversee client requests as it relates to portal management, client database updates, client document requests
- Maintain computer and technology hardware needs
- Manage e-signature through the database (Axcess Tax Program/Workflow)
- Create, manage, and distribute tax engagement letters
- Create, manage, and distribute tax organizers (paper, PDF, and My1040Data)
- Oversee rollover of tax returns in tax software
- Work overtime hours as needed
- Release E-file forms and extensions during tax season as well as off-season
- Generate reports to accurately maintain the released database as well as pending tax returns that are ready to be released
- Assist with tax configuration/defaults
- Process client onboarding and exits
- Assist in scanning tax return documents
- Process POAs
- Coordinate and file 1099's, business licenses, and property taxes
- Manage client database in CCH including overseeing client set-ups and client updates
- Workflow project administration
- E-File operations maintenance
- Create and manage due dates and projects in Workflow
- Maintain document administration and update documents as needed
- Create portals, portal troubleshoot with clients, and add additional portal users for clients
- Process tax documents uploaded to the portal and Share Safe
- Ad hoc tasks and projects as needed by leadership
- Provide administrative support as needed
- Perform other duties as assigned
What Do you Need to Succeed:
- Competency in Microsoft applications including Word, Excel and Outlook
- Self-motivated with excellent organization skills
- Strong verbal and written communication skills a must
- Attention to detail and ability to multi-task is an asset
- Strong organizational and problem-solving skills
- Exceptional interpersonal skills
- Friendly and professional demeanor
- Ability to work well with a team and pitch in when needed