Tax Administrative Assistant - Atlanta, GA

Posted 3 Days Ago
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30339, Atlanta, GA, USA
In-Office
Entry level
Professional Services • Consulting • Financial Services
The Role
The Tax Administrative Assistant will support tax return preparation, e-filing, document management, and other administrative duties in a fast-paced environment.
Summary Generated by Built In

Mauldin & Jenkins is seeking a Tax Administrative Assistant at our Galleria office to support both ofour Atlanta offices. The successful candidate will be personable, professional, and adept at multitasking in a deadline-driven environment while maintaining superior attention to detail and accuracy. Strong organizational, time management, and communication skills are a necessity – along with sensitivity to confidential matters.

The primary responsibilities include but are not limited to:

  • Print, assemble, bind and/or proof various types of tax returns after preparation by staff
  • E-file returns and coordinate receipt of authorization forms
  • Organize, scan, monitor and manage client tax documentation (paper or electronic)
  • Manage processes in SurePrep/Tax Caddy with clients and Client Executives
  • Prepare and/or proof individual and corporate tax engagement letters, along with other types of correspondence to IRS and various tax authorities
  • Process paper tax organizers as requested
  • Assist with other tax processes such as new client setup, updating client info, etc.
  • Prepare FedEx, UPS, and Certified Mail
  • Other administrative duties as needed

The following skills are needed for this role:

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint)
  • Proficiency with Adobe Acrobat (creating and editing PDF files)
  • Proficiency with Google Workspace (Gmail, Drives, Docs, Sheets, Calendar)
  • Experience in public accounting or professional services firm is preferred but not required
  • Willingness and ability to learn other proprietary software (preferred but not required are CCH
  • Axcess, CCH Workflow [formerly XCM], SafeSend and/or SurePrep/Tax Caddy)
  • Ability to organize, prioritize and meet deadlines, ensuring appropriate follow-up and closure in a fast-paced, time-sensitive environment
  • Flexibility to work additional hours as needed during busy seasons

Qualifications

Skills Required

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint)
  • Proficiency with Adobe Acrobat (creating and editing PDF files)
  • Proficiency with Google Workspace (Gmail, Drives, Docs, Sheets, Calendar)
  • Experience in public accounting or professional services firm
  • Willingness and ability to learn other proprietary software such as CCH Axcess and SurePrep/Tax Caddy
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The Company
678 Employees
Year Founded: 1918

What We Do

Mauldin & Jenkins, LLC is a licensed independent CPA firm and a recognized Top 100 Accounting Firm, providing assurance, tax, advisory, and business consulting services.

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