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Skills
Accountingunmatched
Administrative Skillsunmatched
Communication Skillsunmatched
Detail Orientedunmatched
Distribution Managementunmatched
Editingunmatched
Establish Prioritiesunmatched
Fiduciaryunmatched
File Maintenanceunmatched
Mail Processingunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Product Familyunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Organizational Skillsunmatched
Prepare Correspondenceunmatched
Printingunmatched
Proofreadingunmatched
Returns Processingunmatched
Systems Maintenanceunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Returnsunmatched
Time Managementunmatched
Vlookupsunmatched
Description
Title: Tax Administrative Assistant Location: Boston Onsite Type: Contract with potential to convert Compensation: $33-35 per hour based on experience
Job Summary:
Use and maintain tracking systems for fiduciary tax returns in OneSource Trust Tax. Coordinate the distribution of tax returns to trustees for signature, following up as needed to ensure timely filing. Process and file all tax returns with various jurisdictions, and mail tax documents out to beneficiaries and their accountants.
Use and maintain separate tracking systems in CCH Axcess for various tax return types including, but not limited to, Individual, Fiduciary, Partnership, Foundation, Estate and Gift Tax.
Reconcile, track, and submit quarterly estimated tax payments in Excel.
Set up new client files while maintaining all current tax files.
Assist in preparation of IRS correspondence and engagement letters.
Scanning and timely processing of incoming mail, including tax notices and refund checks from tax authorities.
Printing and processing prepared tax returns for delivery to clients.
Regular and dependable attendance and the ability to manage multiple priorities in a deadline-driven environment are essential functions of the job.
Position Requirements:
Bachelor’s degree, two plus years of related experience.
Knowledge of Microsoft Office products including Outlook, Word, and Excel.
Understanding of VLOOKUP or XLOOKUP formulas in Excel is a plus.
Ability to proofread and perform minor editing of routine tax department correspondence.
Exhibit an ability to work in a deadline-driven, detail-oriented work environment utilizing good judgment and adminabilities.
Ability to work with frequent interruptions while staying organized and prioritizing tasks effectively.
Ability to communicate effectively and clearly with a diverse group of tax accountants, attorneys, and other internal departments.
Work may require irregular hours and overtime during the tax seasons.
Knowledge of OneSource Trust Tax or CCH Axcess Tax is a plus.
If you are interested in this opportunity, please apply to this opportunity or send your resume to pkulturides@daleyaa.com NO C2C apply
IND123
Numbers & Facts
Location
Boston, MA
Industry
Staffing/Employment Agencies
Salary
$33–$35 Per Hour
Company Size
20 to 49 employees
Year Founded
2005
Website
http://daleyaa.com/
About Company
Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.
Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.