Administrative Assistant – Tax jobs in United States
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Dean Dorton · 13 hours ago

Administrative Assistant – Tax

Dean Dorton is one of the largest certified public accounting and business advisory firms in the Southeast, seeking an experienced Tax Administrative Assistant. The role involves managing administrative tasks for tax partners, ensuring accuracy and timeliness in tax return processes, and facilitating client onboarding and communication.

Accounting
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Comp. & Benefits

Responsibilities

Work within the support team and a project management system from start to finish of each tax return, ensuring accuracy and timeliness at a deadline-driven pace
Serve as the primary administrative liaison to our clients for your assigned tax partners and leaders
Facilitate the smooth operation of client management including the onboarding process for new tax clients in Dean Dorton’s systems and providing regular updates to client information as necessary
Ensure delivery of client documents are performed adequately and efficiently, both electronically through our secured electronic portals and via standard mail/shipping
Compose and proof general correspondence including letters, memos, reports, presentations, and emails
Organize and schedule meetings, including location, invitations, catering, and room and equipment preparation
Coordinate travel logistics and associated expense report preparation for partners and service group leaders
Provide general administrative activities including organizing and maintaining electronic filing systems, processing paperwork, copying/filing, and prioritizing calls/mail
Handle highly confidential information and various administrative project support as needed
Provide backup to various roles within the Administrative Support and Operations team, including document processing during peak workload periods, front desk backup, general routine office duties, and other administrative functions as needed

Qualification

Microsoft OfficeAdministrative SupportCCH Axcess PracticePower BICustomer ServiceConfidential Information HandlingProject Management

Required

Work within the support team and a project management system from start to finish of each tax return, ensuring accuracy and timeliness at a deadline-driven pace
Serve as the primary administrative liaison to our clients for your assigned tax partners and leaders
Facilitate the smooth operation of client management including the onboarding process for new tax clients in Dean Dorton's systems and providing regular updates to client information as necessary
Ensure delivery of client documents are performed adequately and efficiently, both electronically through our secured electronic portals and via standard mail/shipping
Compose and proof general correspondence including letters, memos, reports, presentations, and emails
Organize and schedule meetings, including location, invitations, catering, and room and equipment preparation
Coordinate travel logistics and associated expense report preparation for partners and service group leaders
Provide general administrative activities including organizing and maintaining electronic filing systems, processing paperwork, copying/filing, and prioritizing calls/mail
Handle highly confidential information and various administrative project support as needed
Provide backup to various roles within the Administrative Support and Operations team, including document processing during peak workload periods, front desk backup, general routine office duties, and other administrative functions as needed

Preferred

Dedication to a career with a proven background serving as an Administrative Assistant, as a part of an Administrative Support Team, or in customer service
Ability to perform administrative duties with speed and accuracy without immediate and constant supervision, by setting priorities, meeting deadlines, and managing multiple projects
Strong proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint), and Adobe
Experience handling confidential and sensitive information
Background and experience in a Professional Services firm, including fraud, legal, or accounting firm is a plus
Experience with CCH Axcess Practice, Workstream, Pacer and Power BI are a plus

Benefits

Health insurance – medical, vision, dental
Paid family leave, medical leave, and maternity/paternity leave programs
Retirement benefits – 401(K) match and best-in-class automatic profit sharing
Telemedicine, mental health resources, and wellness program reimbursement
Life insurance and disability insurance

Company

Dean Dorton

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Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions.

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