Tax Administrative Specialist

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:  

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.  

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience. 

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility 

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