Tax Administrative Assistant

How We Work:

Whitley Penn has become one of the most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on an open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?

• Performs general administrative duties for the Tax Department including, paper filed extensions, e-filing, logins/logouts, due date updates, scanning/scan flow/autoflow, engagement letters, prep couriers, mail, UPS, set-up new clients, and other responsibilities as needed.

• Packages/Couriers: deliver incoming packages and prepare outgoing packages for drop off.

• Kitchens: Stock and clean all kitchens daily.

• Phone relief: primary back-up for the front desk (includes lunches, breaks, and when the receptionist is out of the office).

• Manage building access utilizing the fob system and foster a good working relationship with building representatives.

• Transcribes, types, and copies correspondence, reports, and memoranda from complex rough drafts, proofreads for accuracy, corrects grammar, and issues final documents.

• Schedule regular and special meetings; prepares and distributes agendas, pre-meeting materials, records, and routes minutes as well as coordinates room, audio visual, and food arrangements.

How Will You Get Here?

• College degree or equivalent related work experience in an executive support role, preferably in accounting or other professional services environment.

• Experience working in a tax department - strongly preferred.

• Great communication and interpersonal skills.

• Must be prompt, dependable, and reliable.

• Must possess excellent typing and grammatical skills.

• Capable of maintaining strict confidentiality.

• Ability to multi-task, work at a fast pace, and meet critical deadlines.

• Ability to prioritize and multi-task while having strong organizational skills and attention to detail.

• A demonstrated aptitude for dealing with a variety of situations and people in a professional, yet personal manner required.

• High degree of proficiency with business and communications software including Adobe Acrobat, MS Word, Excel, and PowerPoint is a plus.

Why Should You Apply?

• Firm Paid Medical Insurance (Free Employee Only Coverage on 2 of 3 plans)

• Voluntary Dental and Vision Insurance

• 17 Annual Firm holidays

• 20 - 25 days PTO for Salaried Employees

• Generous PTO for Non-Exempt Team Members

• Paid Maternity and Parental Leave

• 401(k) with Profit Sharing

• Discretionary Bonus Program

• Firm Paid Becker CPA Review Course & Reimbursement for Exam Fees

• Health & Wellness Program

• Pet Insurance

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. Whitley Penn is a participant in E-Verify please follow the link to review disclosure notifications: https://www.dropbox.com/s/olsr5xgsgxsntu3/E-Verify%20Notices.pdf?dl=0. All employment is decided on the basis of qualifications, merit, and business need.