We seek a new team member to support our WT Tax Accounting team in Scottsdale, Arizona! You will collaborate closely with the small local team and to provide support to the administrative team and the Firm’s tax advisors and clients.
We encourage people who are interested in a career with tax preparation, or who have already started their career and are ready for their next step.
This position is in development, the below mentioned are criteria we are looking to ensure are completed regularly.
Responsibilities
· In-office and telephone reception
· Setup and support for in-person and remote format meetings
· Basic office technology troubleshooting and support
· Office organization, provisioning, setup, scheduling and function
· Assist advisors with client onboarding and account paperwork
- Tax prep and Enrolled Agent training for the right candidate!
· Preliminary client information gathering and general support
· Manage general mail/email processing, distribution, and response
· Maintain company and client records, contracts, and files in the Company’s customer relationship management and cloud-based file storage systems
· Execute best practices and work processes connected to Company standard operating procedures
· Support the accounting team with receipt retention and online portal account management.
· Specific job responsibilities may change and other duties may be assigned to meet company needs
Qualifications
· Experience in professional services and administrative support (e.g., accounting/financial/legal, etc.)
· Strong computer skills and ability to quickly learn new technologies, applications and tools
· Competency with MS Office suite (Excel, Word, and PowerPoint in particular)
· Strong project management, process and organizational skills
· Deadline and detail-oriented
· Self-motivated and self-directed
· Works well with many different personality types
Interest in developing a career in tax accounting a HUGE plus!
Job Types: Full-time, Part-time, Seasonal
Pay: From $25.00 per hour
Expected hours: 20 – 40 per week
Benefits:
Compensation package:
Experience level:
Weekly day range:
Experience:
- Microsoft Office: 1 year (Required)
- Administrative experience: 1 year (Required)
License/Certification:
- Enrolled Agent certification (Preferred)
Ability to Commute:
- Scottsdale, AZ 85251 (Required)
Work Location: In person