Tax Administrative Assistant

Discover Your Potential at Whitley Penn•Dallas, TX

1d•Onsite

About The Position

Whitley Penn, a leading CPA and Consulting firm, is looking for a Tax Administrative Assistant to join our team in Addison. The Tax Administrative Assistant performs general and administrative tasks to ensure the successful daily operations of the office. The expected hours for the position are 7:45am – 5:00pm with additional hours as required, Monday to Friday. How We Work Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact?

Requirements

Minimum 3-5 years of recent prior office experience, preferably in public accounting.
Proven ability to succeed in a fast paced, dynamic environment
Intermediate to advanced competency in Microsoft Suite and Adobe Acrobat.
Understanding of softphone platforms (Teams, Zoom, etc.)
Technical skills with the ability to learn and adapt to new software as introduced
Skills in the areas of time management, organization, written and verbal communication, judgement, and problem solving.
Flexibility to work additional hours during busy seasons
Willing to take on other responsibilities as needed
Must be able to lift and/or move 30 pounds
Valid driver’s license, safe driving record and proof of insurance
Regular, physical, and predictable on-site job attendance.

Nice To Haves

Experience with web-based workflow management solutions preferred, experience with XCM a plus.

Responsibilities

Provide administrative support to tax professionals
Oversee workflows in XCM, with close attention to project deadlines
Assemble and bind tax returns, financial statements, and various other reports
Deliver tax returns electronically via secure portal
Place catering orders as needed for meetings, deadlines, etc.
Scan and maintain document library
Maintain office equipment (i.e., changing toner, stocking paper, and organizing supplies)
Stock and clean kitchen areas as needed
Run occasional errands for the office (post office, bank deposits, etc.)
Act as receptionist