Administrative Assistant - West Des Moines - ref. o6944919

Position Summary:

Position Summary

Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization.

• Timely follow-up on client and tax department requests
• Schedule meetings in Outlook/Microsoft Teams
• Scan highly confidential documents
• Route client workpapers and update software to reflect current status
• Extensions – Check on acceptance & update workstream
• Electronic filing of tax returns to the IRS and states
• Clear communication with management on any tax return rejection issues
• Maintain secure protocol for transmission of documents to clients & authorized third parties (e.g. bankers)
• Back-up to tax processor role
• Assist senior management with correspondence/finalize letters
• Complete Power of Attorney forms
• Expense reports
• PowerPoint presentations and binding, if needed
• Annually – On-line PTIN renewal
• Annually – (off-site) shred documents in accordance with our document retention policy
• Develop, coordinate, and follow-through on tax dept. functions and occasional firm events

• Back-up coverage for reception - book meeting rooms, use of multi-line phone system, and greet clients
• Obtain office supplies for the firm, as needed
• Provide content for the regional newsletter, The General Ledger
• Make copies and general maintenance of office equipment
• Clean meeting and break rooms and keep items organized and well-stocked
• Mail – Applying postage, UPS drop-offs, and certified mail
• Employee Engagement Committee (optional)

Skills

• High School Diploma (or GED or High School Equivalence Certificate)
• 3+ years of relevant experience
• Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint)

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person