Administrative Specialist

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 Administrative Specialist position is in person in our Great Falls, MT office. This role will support our tax administration team, audit administration team, and assist with other administrative work as needed.
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
• Print, assemble, and mail documents to support the audit service line
• Monitor and manage the front desk, greet clients and vendors
• Schedule and maintain aesthetic of conference rooms and common areas, handle hospitality arrangements and assist with local events, order and restock supplies, maintain office equipment, assist with onboarding and offboarding as needed
• Manage incoming and outgoing mail
• Contribute to special projects and assist other administrative staff with overflow work as needed

Qualifications:

• One+ years of professional administrative experience in an office setting; administrative experience in a professional services environment is preferred
• Intermediate proficiency in Microsoft Outlook and Word, and a basic knowledge of Excel and PowerPoint
• Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously
• Ability to work under pressure and time deadlines with great attention to detail

#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]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $19.00 - $28.00 / hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.