Rea · 2 days ago
Seasonal Administrative Assistant
Avon, OH
Full-time
Onsite
Mid Level
3+ years expRea is seeking a Seasonal Administrative Assistant to support the daily operations during the tax season. This role involves managing documents, monitoring return statuses, and maintaining communication with clients and staff while ensuring confidentiality and professionalism.
ConsultingFinancial ServicesLegal
Responsibilities
Process tax returns through print and assembly of paper extensions and batch extending returns
Ensuring necessary documents are stored in GoFileRoom and updating workflows in Firmflow
Utilize scan and autoflow for 1040 and 1041 returns to organize client documents, load documents to Autoflow for processing and validate returns
Utilize Firmflow to manage due dates, keeping the information in workflows accurate ensuring a workflow exists for every client & return that is processed
Utilize Suralink for client requests and distribution of organizers
Provide extended support to the Tax Practice during peak periods, which may include working evenings and weekends as required
Qualification
Required
High school diploma or equivalent
3-5 years of experience in a professional office environment
Working knowledge of Microsoft Office applications (Outlook, Word, Excel and PowerPoint) and Adobe Acrobat including the design and format of documents and worksheets
Hands-on experience with office equipment (e.g. scanners and printers)
Excellent verbal and written communication skills
Strong organization and prioritization skills
Ability to multitask and work under pressure
Ability to find the underlying cause of errors and assist with resolving those issues
Ability to work well in a team environment
Professional attitude and appearance
Ability to be resourceful and proactive when issues arise
Multitasking and time-management skills, with the ability to prioritize tasks
Exceptional customer service skills
Preferred
Prior experience in a CPA firm a plus
Company
Rea
At Rea, we're building more than just a business advisory and accounting firm – we're constructing lasting partnerships.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Don McIntosh
Chief Executive Officer
Jeremy Senften, CPA, CGMA
Chief Operating Officer
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