Tax Administrative Assistant

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper’s tax team is seeking a Tax Administrative Assistant to join the La Jolla team. This role is hybrid with 3 days per week in office. We are seeking someone who thrives in a growing environment and in providing colleagues and clients with exceptional service.

What it Means to Work for EisnerAmper:

· You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

· You will have the flexibility to manage your days in support of our commitment to work/life balance

· You will join a culture that has received multiple top “Places to Work” awards

o We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

o We understand that embracing our differences is what unites us as a team and strengthens our foundation

o Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

· Provide partner and colleague support for administrative needs

· Assist with onboarding new clients and coordinating communication with other operational teams for new client setup tasks

· Assist with client project management by coordinating with clients to gather information, responding to inquiries, and tracking return deadlines to ensure timely completion and client satisfaction

· Support the preparation and delivery of engagement letters for clients, ensuring accuracy and proper timelines

· Utilize workflow tools to complete administrative tasks efficiently and improving team productivity

· Maintain accurate and up-to-date client databases and filing systems

· Manage client portal engagement and user management, ensuring seamless access to documents and information for clients and internal stakeholders

· Draft correspondence, and email, and/or send via Firm software

· Assist with tax return processing, including the collation electronic e-filing of various returns and extensions of all types

· Scan of documents

· Perform other duties as assigned

Basic Qualifications:

· High School Diploma

Preferred/Desired Qualifications:

· Associate degree

· Proficiency with Microsoft Office and Adobe Suite

· Experience working in a professional service organization and supporting colleagues at the partner level

· Experience with tax return workflow tools such as XCM

· Ability to handle sensitive client data with discretion and professionalism

· Excellent communication skills, both written and verbal, with the ability to interact professionally with colleagues and clients at all levels

· Strong attention to detail

· Strong organizational skills with the ability to prioritize tasks and meet deadlines

· Flexibility and ability to adapt in a fast paced and changing environment

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About our Private Client Services (PCS) Team:

The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and genuine care for each other, we not only solve our clients’ problems, but offer proactive solutions for the future. 

As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you’re passionate about, but pursue it. 

Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it’s important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics.  

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application, please email: [email protected]

La Jolla

For NYC and California, the expected salary range for this position is between

65000

and

100000

The range for the position in other geographies may vary based on market differences.  The actual compensation will be determined based on experience and other factors permitted by law.