Senior Tax Associate, Complex Property Tax
Core
Provides administrative support, coordination, and client engagement assistance for the tax practice, handling workpapers, data entry, and scheduling.
Role type
Senior Tax Associate (Administrative Support)
Builds
Client deliverables, workpapers, and project files
Domain
Professional Services / Tax
Required skills
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Outlook, data scanning, data formatting, data coding, data mapping, time tracking, expense reporting, travel arrangements, proofreading, research, problem-solving
Preferred skills
ability to learn new procedures quickly, analytical aptitude, multitasking, working in deadline-driven environments
Technologies
Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
Responsibilities
Create a positive team experience, assist engagement team in preparing and distributing client deliverables, respond to client inquiries and requests from tax authorities, copy or scan and upload workpapers, maintain calendar appointments and deadlines, scan and format client data into databases, download and organize workpapers for review, prepare emails and letters, gather signatures on forms, create files for clients and projects, answer telephone calls, make travel arrangements, track and report time and expenses
Seniority
Senior, hands-on IC