TAX ADMINISTRATIVE ASSISTANT

  • Full-time

Company Description

Jonathan White CPA, PLLC is currently seeking an experienced TAX ADMINISTRATIVE ASSISTANT with 3 or more years of public accounting experience for a full-time position.  This is a great permanent role that offers the opportunity to work for a company with an entrepreneurial culture, where leadership and new ideas are recognized and rewarded. 

 

 

Job Description

This position is responsible for providing a broad spectrum of support to the Principal CEO and Tax department in a fast paced, challenging and rewarding environment.  Requirements include extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects.  Successful applicants will thrive in a collaborative work environment, will be comfortable in both early stage, scaling and established companies, and will possess the Tax expertise to add value to clients by improving processes and procedures.

Essential Job Functions

  • Provide administrative support to the CEO and tax department in a manner that optimizes efficiency, resources, and client satisfaction
  • Process and assemble tax returns, extensions and estimates
  • Prepare tax organizers and engagement letters in accordance with firm's policies and procedures
  • Prepare correspondence, proofread and format documents using Microsoft Word
  • Handle mail, calls and scheduling of CEO’s appointments
  • Review of correspondence, reports, and other documents; prioritizes such materials and prepares summaries as necessary
  • Assist in development of training materials and department communications
  • Assist in maintaining databases, spreadsheets, project trackers, etc. to be current and accurate
  • Coordinates with Tax Administrator to ensure completeness, accuracy, and timeliness of workflows
  • Work collaboratively to provide overflow and backup support for other team members
  • Champion process improvement efforts
  • Be a positive influence for the administrative team and the tax department
  • Perform other duties as assigned by the Firm Administrator and Department Managers

Qualifications

 

  • Bachelor’s degree in business, accounting or related field required
  • 3+ years of experience in tax administrative support work, office practices and administrative procedures
  • Tech savvy with the ability and desire to embrace necessary software applications
  • Strong written and verbal communication skills
  • Intermediate to advanced proficiency with all Microsoft applications
  • Superior organizational and follow-through skills with strong attention given to details and deadlines
  • Flexibility to change direction frequently between tasks and between different clients
  • Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously
  • Ability to operate with a sense of urgency
  • Ability to work independently with limited supervision as well as work cooperatively with all levels of management and employees
  • Open to constructive feedback and on-going self-improvement
  • Flexibility to work additional hours during peak periods of the year

Additional Information

ABOUT US

Based in Matthews NC, Jonathan White CPA, PLLC is proud of our legacy of service to both clients and the local community in the greater Charlotte Metro area.  Today we provide Elite Dental Specific Accounting and Advisory Services to clients Nationwide. 

Why do we stand out from the crowd?  We have built a reputation for providing excellent service and forming long-lasting relationships with our clients.  We offer the personal service only possible from a small organization, combined with quality and expertise on par with larger accounting firms.

 

Why JWW, CPA?

We put our employees first.  We work hard for our clients and they are the top priority, but we recognize that our team needs balance as well.  Some companies say they offer balance.  We actually do; revolutionizing what it means to work in the public accounting field.  Being a part of our exceptional team means you’ll get hands-on experience working alongside some of the leading experts in the financial and consulting field, while enjoying the freedom and autonomy to manage your career and make a positive impact.  Our mission is to make a difference for everyone. 

 

BENEFITS:

We value our employees’ time and efforts.  Our commitment to your success is enhanced by our:

  • Competitive salary and bonus program
  • Extensive benefits package including paid time off, retirement, medical benefits and future growth opportunities within the company
  • We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy
  • We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture
  • Uncompromising integrity, a passion for excellence and mutual respect

 

Seniority Level

Associate