Administrative Lead - Tax Department

Job you will do


Typical Day in the Life

A typical day as a Tax Administrative Lead in Palo Alto, CA might include the following:

• Leads, supervises, and/or coordinates administrative processes and team members within a department.
• Coordinates department staff meetings, seminars, and conference calls, and records minutes as needed.
• Performs practice management billing procedures for department, including transferring time, requesting aging and preparing bills.
• Sets up new clients and maintains existing client data in the practice management system.
• Assists with proposal processing.
• Formats, copies, and binds financial statements for partner to review and sign.
• Processes tax returns.
• Signs on behalf of partners and managers as delegated, his or her name, to correspondence and other written documents and forms.
• Schedules appointments and makes travel arrangements.
• Composes and types routine correspondence including orders, memos, letters, and reports.
• Performs miscellaneous scanning, filing, faxing, and copying duties as needed.
• Reviews, sorts, and routes incoming mail; distributes outgoing mail.
• Greets visiting clients and directs them to the correct person.
• Answers telephones and gives information to callers; routes calls to appropriate personnel.
• Orders and stocks office supplies.
• Fills in for the receptionist and assists other departments with administrative support as needed.

 


Who You Are

• You have strong organizational and customer relation skills.
• You have a well-rounded knowledge of practice management systems.
• You can communicate clearly in writing and verbally.
• You are able to work on multiple projects and meet deadlines by setting priorities with work projects.
• You have the ability to establish and maintain effective working relationships with co-workers and clients.
• You are proficient with computers, Microsoft Office (Word and Excel) and using various software packages.
• In addition to all of this, you have 5+ years of experience preferred.

Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

 

What to Expect Next

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

 

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About the team


Vavrinek, Trine, Day & Company (VTD) is now Eide Bailly! The combination brings together two firms with a lot in common: talented and down-to-earth people with deep passion for serving clients and communities. And, our people benefit from expanded opportunities to grow their own careers in new ways. Nothing makes us happier than a good fit! See yourself fitting here, too? We look forward to receiving your application.

 

Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

 

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. We support living healthier lives with perks like a Wellness Benefit to be spent on fitness-related purchases each year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.