Tax & Investment Administrative Assistant

Posted 15 Days Ago
8 Locations
In-Office
55K-81K Annually
Mid level
Professional Services • Consulting
The Role
Provide administrative support to Investment Accounting and Tax teams, managing communications, documents, billing, and data entry while ensuring operational efficiency.
Summary Generated by Built In

Job Description:

Perkins Coie LLP is seeking a detail-oriented Administrative Assistant to support our Investment Accounting and Tax teams. This role is responsible for a variety of administrative tasks that ensure efficient operations and effective communication within the Finance Department and with current and former attorneys.

ESSENTIAL FUNCTIONS

Reports to the Investment Accounting Manager for all financial aspects related to internal investment entities including:

  • Acting as backup for the Investment Accounting system, CRM and investor portal interactions.
  • Managing a high-volume shared mailbox, ensuring all inquiries are promptly addressed, items are routed to the appropriate team member, responses are accurate, and the mailbox is organized to maintain seamless communication, searchability and operational efficiency.
  • Organizing, gathering and inputting data for team calendars and trackers.
  • Gathering signatures, either wet or through DocuSign®, to execute legal documents or validate tax filings, organizing and filing all signed documents.
  • Communicating necessary information to current and former attorneys via e-mail and online reporting hubs.
  • Monitoring physical mailboxes as well as managing all aspects of outgoing mail, including but not limited to multi-jurisdictional tax filings and communications to partners.
  • Saving investment accounting and tax documents received through mail, portals or e-mails to the appropriate file path. Keeping filed documents organized for quick retrieval.
  • Accessing portals with banks, outside accounting firms and investments to upload or download necessary documents needed for the Investment Accounting and Tax teams to perform their daily functions.
  • Maintaining the Investment Accounting and Tax teams’ Keeper login management system.
  • Coding outside service provider billings, coding checks received and draft ACH or wire transfers to send for team member review.
  • Deposit checks received for the investment entities.
  • Developing and maintaining a database of investment contacts. Reach out to investment contacts to gather tax or financial information when necessary.
  • Entering data from tax documents received to Excel.
  • Perform other duties, as assigned.
  • Be present at work during regularly scheduled working hours and as needed in the position, consistent with the firm’s attendance expectations.
SPECIFIC SKILLS REQUIRED
  • A demonstrated ability to maintain the highest level of confidentiality.
  • Demonstrated proficiency with MS Office suite, especially with Excel, Word, and Outlook. Strong organizational skills, general technology skills, and the proven ability to learn new concepts and applications quickly.
  • Proven ability to work well under pressure and meet tight deadlines. Ability to exercise judgement and work independently.
  • Self-starter. Effective multitasking and prioritization skills. Detail oriented, while maintaining focus on larger picture.
  • Ability to express self effectively, both orally and in writing. Ability to establish effective working relationships throughout operational groups. Must be a team player and a heavy communicator.
  • Must have a positive attitude, a strong work ethic and be highly organized.
EDUCATION, LICENSES, CERTIFICATIONS, AND EXPERIENCE
  • Requires a bachelor’s degree and 3 years of related experience, or equivalent. Investment Accounting or Tax department experience preferred.

At Perkins Coie, we look for self-motivated individuals dedicated to providing value and superior service and who have a high degree of integrity and enthusiasm for their work. We have created a company culture based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities. Work with one of the 100 Best Companies to Work For and receive great health insurance, tuition reimbursement, and paid sabbaticals. 

This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to 10 paid holidays, and family care benefits. More information regarding benefits and programs may be found here. 

This position may be filled in the following location(s). The listed compensation range reflects the typical pay for this role, though it is rare for new hires to receive an offer at the top of the range. Actual compensation may vary depending on experience, skills, market conditions, and internal equity. 

Colorado compensation range: $55,350 to $77,040 annually 

Illinois compensation range: $56,310 to $81,310 annually 

Washington state compensation range: $56,280 to $81,270 annually 

#LI-Hybrid

Top Skills

Docusign
Excel
Ms Office Suite
Outlook
Word
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The Company
2,948 Employees
Year Founded: 1912

What We Do

Perkins Coie is a leading international law firm that is known for providing high value, strategic solutions and extraordinary client service on matters vital to our clients' success. With more than 1,200 attorneys in offices across the United States, Europe, and Asia, we provide a full array of corporate, commercial litigation, intellectual property, and regulatory legal advice to a broad range of clients, including many of the world's most innovative companies and industry leaders as well as public and not-for-profit organizations

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