Position Statement

Provides a wide range of administrative support to the Columbus Office. Ability to multi-task and prioritize workload. Ability to take on projects with little supervision and sometimes strict time constraints.

Tasks

• Maintains client information in tax software – Workflow.

• Processes tax returns in all software programs the tax department utilizes.

• Efiles tax returns.

• Formats correspondence.

• Assists with associates’ travel arrangements for work-related trips, e.g., air travel, ground transportation, hotel, etc., and submitting the appropriate documents for credit card reconciliation.

• Provides phone coverage and front desk duties for the receptionist’s lunch, breaks and vacations.

• Miscellaneous administrative duties including, but not limited to, answering incoming calls to partners and directors, copying and scanning documents, etc.

• Assist other members of the administrative team.

Profitability

• Tracks and reports actual client-related time.

• Consistently utilizes all firm and department software efficiently.

• Involvement with internally focused projects to improve procedures by participation in committees, technical training, HR initiatives and other firm-related projects.

Practice Growth

• Works to identify opportunities to reduce costs within the firm.

• Provides other services in addition to core administrative services.

• Demonstrates excellent written and verbal communication skills.

Client Focus

• Utilizes appropriate procedures to completion to produce a high-quality work product.

• Demonstrates comprehension of relevant accounting knowledge, technology concepts and other methodologies.

• Works with other administrative team members to help ensure a consistent and efficient workflow.

Brand Culture|Development

• Exemplifies Brand Attributes of the firm.

• Complies with all policies and procedures of the firm.

• Demonstrates the ability to work individually or in a team environment and address conflict with peers and superiors.

• Enhances firm collaboration through interactions with associates from other departments.

• Consistently seeks feedback from performance manager and focuses on enhancing and developing professional and technical skills.

Work Experience|Education

• Three – five years of administrative experience.

• Strong proficiency in the use of technology and PC applications, specifically, but not limited to, Microsoft applications, e.g., Word, Excel, PowerPoint and Outlook.

• Ability to multi-task and prioritize workload.

• Must exhibit attention to detail.

• Must have excellent written and oral communication skills.

Organizational Relationships

• The Administrative Specialist will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.

Special Requirements

• Ability to work evenings and weekends based on time of year and client demands.