Tax Administrative Specialist

Overview

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.

Responsibilities

The Tax Administrative Specialist position is 100% in person in our South Portland, ME office.

Responsibilities:

• Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers.
• Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
• Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows.
• Assist with printing, mailing, scanning, and faxing, and reception tasks as needed.
• Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.

Knowledge, Skills And Abilities

Qualifications:

• 1+ year of administrative experience in a professional services setting
• Requires basic proficiency in Microsoft 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

Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#Li-Onsite  #Li-Cs1

Additional Details

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 hr@wipfli.com