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Tax Administrative Assistant

Daley and Associates

  • Boston, MA
  • 5 days ago
  • $33–$35 Per Hour
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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

LocationBoston, MA
IndustryStaffing/Employment Agencies
Salary$33–$35 Per Hour
Company Size20 to 49 employees
Year Founded2005
Websitehttp://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.

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