Administrative Specialist - Tax

Posted 5 Days Ago
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Bedford, NH
Hybrid
Junior
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable.
The Role
The Administrative Specialist - Tax will prepare client engagement letters, organize tax documents, and process client tax returns using various software. They will provide administrative support and assist staff to meet deadlines in a collaborative environment.
Summary Generated by Built In

At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
The Tax Administrative Specialist position is in person in our Bedford, NH office.
Responsibilities:

  • Prepare client engagement letters
  • Organize and scan client organizers and tax documents
  • Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
  • Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment
  • Assist other staff with overflow work


Qualifications:

  • 1+ years of administrative experience in a professional services setting required
  • Requires proficiency in Word, Outlook, and Excel; knowledge of tax preparation software and Microsoft Teams is preferred
  • Requires clear, concise verbal and written communication skills, and accurate grammar usage
  • Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously
  • Ability to work flexibly under pressure and time deadlines, with great attention to detail
  • Ability to work with a diverse group of clients and employees, and maintaining a positive attitude towards work, the firm, and the team


#LI-onsite #LI-CS1
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]

Top Skills

Excel
Microsoft Teams
Outlook
Word

What the Team is Saying

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The Company
HQ: Milwaukee, WI
3,300 Employees
Hybrid Workplace
Year Founded: 1930

What We Do

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,300 associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 55,900+ clients.

Why Work With Us

At Wipfli, people count.

Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

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Wipfli Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.

Typical time on-site: Not Specified
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