Administrative Assistant

Administrative AssistantThe types of activities you will perform which are essential to your position are listed below. If you are unable to perform any of the tasks listed below or require accommodation to perform these tasks, please notify Human Resources. It is expected that you will be able to perform these tasks on a consistent basis, within a regular schedule and within deadlines. As an Administrative Assistant, you will report to the Tax Operations Manager and support our Tax Partner Group.

As such it is an essential requirement of your position that you be able to do the following, with or without reasonable accommodation.Client Experience & SupportProvide a white glove experience for clients, ensuring their needs are met with the highest level of serviceTrack engagement letter signings and handle client correspondence/POAsProvide training and assistance for client portals such as TaxCaddy, Box, and SSREnsure timely and accurate delivery of client returnsPrepare, write cards, ship, and track all client gifts, including those for new clients, new homes, new babies, or marriagesPartner & Team SupportManage partner calendars, confirm appointments with clients, link relevant information, and research prospectsMaintain the Tax Team closet, support other Admin Team members as requested, and provide backup support for team overflowAssist partners with various administrative tasksOperational & Financial TasksResponsible for scanning and organizing client documentsFollow up on 8879 forms to ensure timely completionManage client billing and collections processesMiscellaneousOrder lunches for client meetings and manage food setup/breakdown for tax client meetings or internal tax team meetingsProvide regular reception coverage as necessaryAssist with other Platinum Team responsibilities as neededRequirementsHigh School DiplomaAt least one year of general administrative experienceExcellent communication skillsProofreading experience or certification preferredMust be available to work a minimum of 40 hours per work, between the professional hours of 9am and 5pm plus Saturday during busy seasonMust possess superior computer skills, knowledge of Microsoft Office programs (Word, Excel and PowerPoint) and must have adequate typing abilitiesMust be able to communicate clearly both verbally and in written format. A strong command of the English Language and grammar is necessaryBenefitsHybrid policy (3 days in office or at client site)Highly competitive salaries and bonus programsMedical, dental, life, and long-term disability insuranceCompetitive 401K matchPaid holidays, vacation and sick timeCasual dress code: dress for your dayMentorship and training opportunitiesInternal committees and clubsVarious social gatherings & eventsStrong focus on the Mercadien communityCutting edge technologyMercadien is a leading and growing regional accounting and advisory firm with partners and staff that believe our best work starts with our people. When you come on board, you become a part of our community and extended family. We're entrepreneurs at heart; passionate about creating opportunities, innovating inside and outside of our business, achieving work/life integration, helping our employees reach their potential, and having fun!Our core values: Integrity, excellence, responsibility, creativity, and respect are the foundation of our firm.

They inform and guide us in everything we do and fuel our client work and relationships. We are a teamwork-focused firm and support each other professionally and personally. We're collaborative by nature and enjoy being actively involved in our communities. Driven by integrity and social responsibility, our associates serve more than 100 civic and charitable organizations, as individuals and through the Mercadien Foundation.

At Mercadien, the opportunities are endless.Salary Description Starting at 52k