Administrative Specialist

Reposted 12 Days Ago
Be an Early Applicant
South Portland, ME
Hybrid
Junior
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
We are curious, inventive, perceptive and approachable.
The Role
The Tax Administrative Specialist handles client engagement letters, manages tax documents, and provides administrative support while ensuring office efficiency and positive interactions.
Summary Generated by Built In
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
The Administrative Specialist position is 100% in person in our South Portland, ME office.
Responsibilities:
  • Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers.
  • Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
  • Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows.
  • Assist with printing, mailing, scanning, and faxing, and reception tasks as needed.
  • Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.

Qualifications:
  • 1+ year of administrative experience in a professional services setting
  • Requires basic proficiency in Microsoft Word, Outlook, and Excel; knowledge of tax preparation software and Microsoft Teams is preferred
  • Requires clear, concise verbal and written communication skills, and accurate grammar usage
  • Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously
  • Ability to work flexibly under pressure and time deadlines, with great attention to detail
  • Ability to work with a diverse group of clients and employees, and maintaining a positive attitude towards work, the firm, and the team

Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-onsite #LI-CS1
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected]
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Top Skills

Cch Axcess
Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
Safesendreturns
Sharefile
Tax Caddy
Tax Software

What the Team is Saying

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The Company
HQ: Milwaukee, WI
3,000 Employees
Year Founded: 1930

What We Do

Wipfli is an advisory firm that delivers holistic solutions to help clients navigate the modern marketplace, optimize performance and drive growth. Our more than 3,000 full-time associates deliver digital, people, strategy, risk, financial and outsourcing solutions to 54,000+ clients.

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Why Work With Us

At Wipfli, people count.

Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.

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About our Teams

Wipfli Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Freedom to work from anywhere! Wipfli takes a flexible approach in allowing employees to choose to be remote, hybrid, or in-office.

Typical time on-site: Not Specified
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