We are looking for an Administrator / Tax Processor with a strong attention to detail when performing processing functions, as well as good adaptability to new processes. They will process tax returns, coordinate billing, and provide administrative assistance to the firm as directed by the management.

Key Objectives:

• Process tax returns, heavy due dates being in March and April but continuous processing yearlong with the different fiscal year-ends.

• Provide administrative support as required by management, Partners and staff.

• Answer incoming phone calls, as needed, assist in making / maintaining appointments, and respond to internal and external emails.

• Retain documents as necessary through scanning, copying, and utilizing internal retention document resources.

• Generate invoices for partners according to Firm’s billing policy for Partners and staff.

• Demonstrate competency in technical skills, work quality, and application of professional and firm standards.

• Communicate clearly and effectively with management, peers, or subordinates

Requirements:

• Advanced proficiency in all firm’s tax processing programs, Microsoft Office products. Experience with TR UltraTax is a plus.

• Strong organization and detail orientation skills

• Ability to multi-task while maintaining quality and meeting deadlines

• Team oriented to accomplish project work

• Excellent verbal and written communication skills

• Strong work ethic

• High level of confidentiality, professionalism, and flexibility

Experience:

• Minimum 5 years in office setting

Education:

• Bachelor’s Degree or equivalent experience

Salary:

• Starting at $60,000 (Commensurate with Experience)

Job Type: Full-time

Schedule:

• Mon-Fri

• Overtime Available

Comprehensive benefits package including 401(k).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• 401(k)

• Dental insurance

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

Experience level:

• 5 years

Schedule:

• Monday to Friday

• Overtime

Ability to commute/relocate:

• Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Office: 5 years (Preferred)

Work Location: One location

HRM will oversee our staff and workflows to help continue providing excellent service to their clients. This position will have full accountability to develop, manage, and implement human resource programs and guidelines for recruitment, employee management and engagement, learning and development, and procedures and policies to fulfill both workflow needs and corporate requirements. This individual will have an understanding of applicable state laws and liability related to human resource functions. The HRA will achieve results by building high-performing teams, increasing operational effectiveness, maximizing on growth opportunities, having a strong hold on key organizational initiatives, and ensuring successful implementation in the practice.

Duties and Responsibilities

• Lead the office with strong guidance and inspire teams to excel in areas of performance including client services, revenue growth, collections, and instill high level of self-accountability on a daily basis.

• Provide continuous direction and support to direct reports and raise awareness on operational priorities such as productivity and scheduling workflows.

• Help develop employees, and continuously build a healthy pipeline of future leaders.

• Manage onboarding of new hires and assist in benefits setup and review.

• Be able to work additional hours during peak seasonal operations.

• Assist partners with ad hoc projects.

Skills and Qualifications

• Bachelor's degree preferred or certificate similar to SHRM or HCRI.

• Minimum five years' of relevant work experience working within a Certified Public Accounting firm or similar a professional group.

• The ability to adapt quickly to changing priorities and interact with all levels of management and employees.

• Detail-oriented, responsive, and service minded mentality a must.

• Strong team player.

• Excellent interpersonal communication, time management, and organizational skills.

• Must be familiar with recruitment tools such as online recruiting sites, LinkedIn Recruiter, Glassdoor, and Indeed.

• Experience working with employees and managers at all levels of an organization.

• Proficient in Microsoft Office (Word, Excel, PowerPoint).

• Proficient in English with strong verbal and written communication skills.

Job Type: Full-time

Salary: From $90,000.00 per year

Benefits:

• 401(k)

• Dental insurance

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

Schedule:

• Monday to Friday

• Work Location: One location

A rapidly growing CPA firm is looking for an Administrative Assistant with a strong attention to detail when performing processing functions, as well as good adaptability to new processes. They will process tax returns, coordinate billing and provide administrative assistance to the firm as directed by the Management.

Key Objectives:

• Process tax returns, heavy due dates being in March and April but continuous processing yearlong with the different fiscal year ends.

• Process firm correspondence.

• Provide administrative support as required by other management, Partners and staff. Serve as a point of contact to client calls and as a back-up for staff who are out of the office.

• Retain documents as necessary through scanning, copying, and utilizinginternal retention document resources.

• Generate invoices for partners according to Firm’s billing policy for Partners and staff. 

• Generate and provide monthly account receivable statements to Partners and staff.

• Demonstrate competency in technical skills, work quality, and application of professional and firm standards.

• Communicate clearly and effectively with Management, Peers, or Subordinates 

• Establish and Maintain Interpersonal Relationships.

Requirements:

• Advanced proficiency all Firm’s Tax processing programs, Microsoft Office products. 

• Strong organization and detail orientation skills 

• Ability to multi-task while maintaining quality and meeting deadlines 

• Team oriented to accomplish project work 

• Excellent verbal and written communication skills 

• Strong work ethic 

• High level of confidentiality, professionalism, and flexibility

Experience:

• Minimum 5 years in office setting

Education:

• Bachelor’s Degree or equivalent experience

Salary: Commensurate with Experience

Comprehensive benefits package including 401(k).

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.

Job Type: Full-time