
Tax Administrative Associate
BPM LLP
- 🇮🇳 India
- Hybrid
- 13 months ago
- CCH
- DocuSign
- Salesforce
- CRM
- MS Office
- Excel
- Outlook
- PowerPoint
13 months ago
You will (responsibilities):
- Provide administrative support to Partners, Directors, Managers, and Staff in the tax department.
- Serve as a tax processor by helping to assemble tax returns and extensions.
- Set up new clients in all appropriate software applications.Â
- Update client information as needed in systems.
- Process disengagement of clients and offboard in systems.Â
- Roll, extend, and close projects in appropriate software.
- Reassign projects to appropriate job manager in software.Â
- Scan, copy, and save documents as necessary.
- Provide support to other administrative team members during absences or high-volume workload periods.
- Handle sensitive situations with diplomacy and understand when to escalate issues to the administrative leadership team.
- Prepare and track client engagement letters.
- Must be able to juggle and meet multiple deadlines.
- Participate in other various projects (i.e. data cleanup) as necessary.Â
- Overtime may be required during peak season, which could include some evenings and weekends.
You have (qualifications):
- Minimum one year of related experience; preferably with an accounting firm.
- Experience in CCH Axcess Tax & SafeSend preferred but not required.Â
- Experience with DocuSign, Salesforce or similar CRM software preferred.
- Proficient skills in MS Office programs (Word, Excel, Outlook, PowerPoint).
- Possess excellent verbal and written communication skills, including ability to proofread for errors.
- Familiarity with public accounting is a plus. (This position does not provide tax advice; however, knowledge of basic tax forms and requirements is helpful.)
- ·Must be organized, have strong attention to detail, with a commitment to high quality work and great at problem solving.
- Excellent interpersonal, collaboration and communication skills.
- Ability to work in a fast-paced environment: multi-task, prioritize requests, accommodate competing demands, manage priorities to meet deadlines, utilize proactive customer service and communication skills.
Tax Administrative Associate · BPM LLP