Job Responsibilities and Capabilities:

• Process and assemble tax filing and client reports in proper order with appropriate attachments.
• Deliver completed tax returns to client with correct mailing envelope(s) and forwarding envelope(s).
• Ensure all information is being tracked and kept current relative to the Document Management System. This will also require the ability to adapt to a paperless environment.
• Be a resource to the receptionist or other administrative staff outside of busy season and other times as workload permits.
• Strong written communication skills.
• Attention to detail and ability to perform effective report review and proof reading.
• Communicate effectively and professionally with clients via phone, email, fax, and occasionally in person
• Systems and applications aptitude -- ability to interact and work with IT resources for problem solving and project management.
• Assist in the reconciliation of various company credit cards, accounts payable and accounts receivable.

Required Skills:

• Ability to receive direction from multiple principals concurrently.
• Organizational skills are essential
• Great attention to detail.
• Aptitude to understand and learn numerous applications and systems related processes.
• A firm knowledge or capability to master basic accounting principles.
• Previous experience with Bank account and Credit Card Reconciliations.
• Strong working knowledge of Microsoft Outlook, Microsoft Excel and related applications.
• Willingness to learn and ability to think and act outside of the box.