Responsibilities:

• Uses software to coordinate, process and track a variety of in-coming and out-going documents including but not limited to tax returns, e-file acknowledgements, extension filings, notices, mailings, organizers, responses, payroll, engagement letters, and planning guides.
• Provides administrative services to all Principals, departments and industry groups which include drafting general correspondence, generating reports, taking minutes at meetings, etc.
• Types and proofreads engagement letters, proposals and other correspondence as needed.
• Arranges for in-Firm meetings, conference room arrangements and reservations, equipment needs, food and beverage service, registration; ensures meeting room is returned to its original layout and in a neat and organized manner.
• On behalf of Principals, contacts clients, potential clients, prospects and referral sources to assist with communication regarding information, appointments, etc.
• Prepares and posts mail and packages per procedures. Coordinates delivery to ensure timely receipt.
• Makes travel arrangements for Principals and staff upon request.
• Maintains the physical and electronic filing systems according to established policies and procedures.
• Serves as relief receptionist as necessary.
• Inventories office supplies, publications and subscriptions. Notifies appropriate person when orders are necessary.
• Provides client copies of tax returns and planning reports.
• Recommends improvements and implements administration department procedures and systems. Documents procedures and systems to establish firm standardization.
• Attends education and compliance seminars as necessary.