As Admin Assistant - Tax, you will:
· Assist with inbound call management for tax prep clients new to the practice, providing them an overview of our process and answering their questions about the firm.
Facilitate data collection and responses to inquiries from tax clients. You will grant clients access to our client portal and ensure they upload the data requested for the completion of their tax returns. You will work closely with Staff and Sr. Accountants who will prepare business and personal returns to help track down data needed.
· Provide copies of tax returns to clients, request and track e-signatures, and complete e-filing of tax returns. You will assist in offboarding tax clients and will need to be proactive and responsive to ensure their files are signed and filed timely.
· Track the status of e-filed and paper-filed returns
· Manage and maintain electronic filing of client data
You may occasionally be asked to help with related work in other areas of the business. We are a fast-growing organization, so from time to time, we ask everyone to help with projects beyond their normal range of responsibilities.
We are looking for someone who is:
· Experienced. We need an admin who has a successful track record with administrative experience. The ideal candidate has worked in a fast-paced service-focused organization.
· Highly organized. You need to juggle interactions and data for multiple clients. This requires exceptional organizational, time management, and project management skills.
· Great at building strong, personal relationships. You are a client-facing admin. It is important that you establish a personal rapport with the clients. Our firm is more than just a tax and accounting office, the goal in this position is to become a trusted ally to each client. This takes relationship-building skills and a friendly, outgoing attitude.
· Detail-oriented. Clients judge us a lot by our accuracy and precision. The ideal candidate hates making mistakes and is extremely detail-oriented.
· A great communicator. As a client-facing admin, you will correspond with clients often. You should have excellent professional communication skills. You will need to be fluent in English (both written and spoken).
· Tech-savvy. You will need to be adept with computers and good at figuring out new systems and tools.
· An adaptable, fast learner. We need someone who feels very comfortable diving in and figuring things out independently (though there will always be people who can help!). If you are at your happiest maintaining a routine process with little problem solving, it might not be the ideal role for you. If you love taking initiative to find solutions, we want you!
Why join Team NextGen
· Make history. Our startup is still fairly small, but we have big plans to disrupt the accounting and tax industry. This is a great opportunity to get in early at a startup that, we believe, is on its way to becoming an industry leader.
· Do work that matters. The projects you will be working on will be critical to the success of the company and our clients.
· Work that stays fresh. You will work with a diverse portfolio of 500+ clients in a broad range of industries, all with different goals and personality types. There will always be tons of opportunities to learn new things. Plus, given the pace of tax season at our firm, we can pretty much guarantee that you will never be bored.