Administrative Assistant

Essential Functions and Primary Duties

• Assist Partners/Directors and professionals in the Portland office with their business and administrative needs as it relates to tax document filing, scanning and copying.
• Composes, proofreads, and reviews routine correspondence including tax returns, engagement letters, IRS correspondence and other documents as requested. Responsible for accuracy and clarity of final copy.
• Prepare, type and edit correspondence, client invoices, engagement letters and statistical information (including Excel spreadsheets and Power Point presentations).
• Assists with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns and other tasks. Running of weekly office reports and coordinating regional tracker efforts.
• Assists with preparation of forms within Prosystem Axcess and processes returns for filing in all federal and state tax jurisdictions.
• Arranges for courier and overnight services.
• Coordinate process for year-end delivery of organizers and engagement letters to clients.
• Continually develops and maintains the client information tracking system.
• Will assist in replenishing and maintaining inventory of office stationary and general office supplies including office coffee service.
• Assist with answering phones for receptionist (on "as-needed" basis)
• Provide back-up support for bank deposits.

Preferred Qualifications

• Bachelor's degree

Qualifications Required

• High school diploma or GED
• 2 years experience in office environment and preferably performing as an administrative assistant
• Must have knowledge of administrative procedures
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

#LI-TV1

#LI-Onsite