Seasonal Administrative Assistant chez REA Advisory

The Seasonal Administrative Assistant supports the daily operations of our offices during the traditional tax season and plays a vital part in delivering high-quality service to both external clients and internal staff. The position requires regular use of systems such as GoFileRoom, Firmflow, CCH Axcess Tax, Scan & Autoflow, Safesend, and Suralink to manage documents, monitor return status, and update client records. In addition to these key responsibilities, this position also requires managing communications and maintaining confidentiality and professionalism in all interactions.  

Seasonal Administrative Assistant – Tax: Specific duties 

• Process tax returns through print and assembly of paper extensions and batch extending returns   

• Ensuring necessary documents are stored in GoFileRoom and updating workflows in Firmflow 

• Utilize scan and autoflow for 1040 and 1041 returns to organize client documents, load documents to Autoflow for processing and validate returns 

• Utilize Firmflow to manage due dates, keeping the information in workflows accurate ensuring a workflow exists for every client & return that is processed 

• Utilize Suralink for client requests and distribution of organizers 

• Provide extended support to the Tax Practice during peak periods, which may include working evenings and weekends as required 

Knowledge, Skills, and Abilities  

• Working knowledge of Microsoft Office applications (Outlook, Word, Excel and PowerPoint) and Adobe Acrobat including the design and format of documents and worksheets  

• Hands-on experience with office equipment (e.g. scanners and printers)   

• Excellent verbal and written communication skills   

• Strong organization and prioritization skills  

• Ability to multitask and work under pressure  

• Ability to find the underlying cause of errors and assist with resolving those issues  

• Ability to work well in a team environment  

• Professional attitude and appearance   

• Ability to be resourceful and proactive when issues arise   

• Multitasking and time-management skills, with the ability to prioritize tasks   

• Exceptional customer service skills   

Requirements

Education:  

•  High school diploma or equivalent  

Experience:  

• 3-5 years of experience in a professional office environment  

• Prior experience in a CPA firm a plus   

Travel:  

• < 10% - Travel to offsite team related events and meetings as needed