Reporting Manager: • Principal • Director • Manager Position Description: This position oversees the office flow regarding client administration and customer support, as well as travel schedules for personnel and other office procedures. Conducts tax filings and manages corporate communication, assists with client relationship management and marketing efforts, and is responsible for keeping office supplies stocked, and assist with client projects. Primary Functions: • Assist in preparation of transmittals, jurisdictional filings • Follow up with government bodies via phone call/email as needed • Copy & Scan client documents to network and Sharefile • Organize and maintain client tracking spreadsheets for office • Create and maintain network and Sharefile folders • Answer phones and greet in-office visitors • Prepare conference room and office as needed for internal meetings • Order office supplies and maintain current office support vendors • Book travel accommodations for consultants • Assist and prepare consultant’s expense reports • Prepare client contracts & new client set up forms • Create and manage certified/postal mailings Required Knowledge, Skills and Abilities: • Hard working, detail-oriented, and committed to producing great end results • Excellent organization, follow-up and multi-tasking skills • Excellent verbal, written and interpersonal communication skills • Proactive Problem Solver who takes ownership of the execution of assigned projects • Must display a flexible attitude and ability to manage change • Must be both self-directed and a team player with a positive attitude • Must have ability to handle confidential reports and information with discretion • Proficiency in Word, Excel, and PowerPoint (Microsoft Office Suite) required • Proficiency in Microsoft Outlook required • Experience with tax systems, software and ERP systems Education: • Bachelors Degree preferred or equivalent experience required Experience: • Prior experience in a fast-paced, rapidly changing work environment required • Prior experience in a financial consulting firm preferred