Job Description

Company Overview:

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 14 years, we have been committed to shaping the workplace around our people – their personal as well as professional needs. If you are a motivated and organized professional looking to start or advance your career in a dynamic CPA firm, we encourage you to apply for the Tax Administrative Assistant position at Weiss & Company LLP.

Primary Responsibilities

• Provide administrative support to the tax department and firm members
• Assist with tax return assembly and processing, including organizing and cleanup of client documents electronically and manually
• Organize, scan and process tax-related paperwork efficiently
• Manage the scan and auto flow process for client documents
• Typing and assembly of financial statements
• Assist with year-end mailings, including organizers
• Preparation of engagement letters, correspondence and other documents
• Manage the portal for incoming client documents
• Assist with special projects and other duties as assigned by supervisors
• Process FedEx, UPS, and Certified Mail
• Assist with various administrative tasks, including lunch orders and set up/clean up
• Serve as a backup to the Front Desk (answering phones, greeting visitors, mail, etc.) when needed

Qualifications:

• 3+ years of prior office experience required
• Public Accounting experience preferred

Additional Skills:

• Proficiency in Microsoft Office Suite
• Proficiency in Adobe Acrobat / PFD Flyer
• Strong organizational and multitasking skills
• Excellent communication and interpersonal abilities
• Excessive attention to detail and accuracy
• Ability to work independently and with minimal supervision
• Deadline-Oriented: Ability to work a flexible schedule in order to meet the needs of the business
• Team player with a positive attitude and willingness to assist colleagues as needed
• Capable of maintaining absolute confidentiality in regard to client and firm records and information
• Familiarity with tax terminology and procedures is desirable, but not required

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