Wipfli
Senior Administrative Specialist - Tax
Wipfli, Tinley Park, Illinois, United States, 60483
At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Our Senior Administrative Specialist can work either in person or in a hybrid environment.
Responsibilities:
Prepare client engagement letters
Organize and scan client organizers and tax documents
Participate in the Tax Caddy project team
Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
Assist with answering incoming calls
Assist Receptionist with front desk duties (answer phones, distribute mail, set up FedEx shipments, set up courier deliveries, greet clients, etc.
Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment
Qualifications:
Five+ years of administrative experience with a high school education or 3+ years of job related experience with an Associate Degree
Experience with front line customer contact
Experience in a professional service work environment preferred
Proficient in Word, Outlook, and Excel, knowledge of tax preparation software and Microsoft Teams is a plus
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
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit herLinkedIn (https://www.linkedin.com/in/carly-seidl/) page to connect!
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 identity, 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 hr@wipfli.com
#LI-hybrid #LI-CS1
Don’t See Your Dream Job? Connect With Us!
Don't see a current position posted for your area of interest, specialty, or are not ready to formally apply at this time?
Use theJoin Our Talent Community (https://careers.wipfli.com/talentcommunity/signup) feature to forward your information to a member of our recruiting team. We will reach out to you very soon and will also keep you posted on any new positions as they become available.
Job LocationsUS-IL-Tinley Park
Job ID 2024-6275
Category Administrative
Remote No
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We’re also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
Our Senior Administrative Specialist can work either in person or in a hybrid environment.
Responsibilities:
Prepare client engagement letters
Organize and scan client organizers and tax documents
Participate in the Tax Caddy project team
Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
Assist with answering incoming calls
Assist Receptionist with front desk duties (answer phones, distribute mail, set up FedEx shipments, set up courier deliveries, greet clients, etc.
Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment
Qualifications:
Five+ years of administrative experience with a high school education or 3+ years of job related experience with an Associate Degree
Experience with front line customer contact
Experience in a professional service work environment preferred
Proficient in Word, Outlook, and Excel, knowledge of tax preparation software and Microsoft Teams is a plus
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
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit herLinkedIn (https://www.linkedin.com/in/carly-seidl/) page to connect!
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 identity, 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 hr@wipfli.com
#LI-hybrid #LI-CS1
Don’t See Your Dream Job? Connect With Us!
Don't see a current position posted for your area of interest, specialty, or are not ready to formally apply at this time?
Use theJoin Our Talent Community (https://careers.wipfli.com/talentcommunity/signup) feature to forward your information to a member of our recruiting team. We will reach out to you very soon and will also keep you posted on any new positions as they become available.
Job LocationsUS-IL-Tinley Park
Job ID 2024-6275
Category Administrative
Remote No