National Tax Paraprofessional
- Employer
- Eide Bailly
- Location
- Rancho Cucamonga, California
- Salary
- Join our team!
View more
- Industry
- Financial Services and Banking
- Role
- Audit / Tax
- Job Type
- Long-Term
- Hours
- Full Time
Job Details
Typical Day in the Life
A typical day as a Paraprofessional in the National Tax Office might include the following:
- Work with spreadsheets and track data in a database.
- Assist partners, managers and staff with all office activities.
- Answer phones with professionalism, greet clients, and coordinate staff meetings, conference calls and webcasts.
- Process tax returns.
- Make outbound prospecting calls to businesses with tax liens.
- Identify the root of the prospect's tax problem by asking questions and listening to the prospect's responses.
- Greet visiting clients and direct them to the correct person.
- Compose, organize and type routine correspondence and IRS filings including power of attorney forms, memos, letters and reports.
- Gather client’s financial information
- Prepare IRS Collection Information Statements based on information provided by the client
- Perform miscellaneous scanning, filing, faxing and copying duties as needed
- Pick up additional administrative responsibilities when needed.
- Qualify prospects for our various services.
- Set appointments or transferring prospective clients to Partner, Manager, or Senior Associate.
- Provide marketing support for the Tax Controversy team.
- Assist with additional marketing campaigns.
- Provide administrative support for internal marketing items.
- Performs additional marketing administrative duties as assigned by manager.
Training for specific tasks will include:
- Client time and billing
- Filing protests and responses to taxing authorities
- Evaluation and sorting of incoming tax notices and correspondence
Who You Are
- You thrive in a high-volume, fast-paced work environment.
- You are a multi-tasking master, and there has never been a deadline you could not meet.
- You hold yourself to the highest professional standards and maintain strict client confidentiality.
- You are proficient in Microsoft Office (Word, Excel and Outlook).
- You have strong written and verbal communication skills.
- You love collaborating and being part of a team but also enjoy working alone with limited supervision.
- In addition to all of this, you have a high school diploma and 2 years of past administrative support experience.
- You have exceptional phone etiquette and sales skills.
- You are (preferably) knowledgeable of tax, accounting and/or tax resolution.
- You are a self-starter and are able to work independently.
- You possess excellent interpersonal and client service skills.
- You have strong organizational/follow-up skills.
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, Pinterest or our About Us page.
#LI-SP1
About the team
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 14 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. 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.
Company
Eide Bailly was founded in 1917 and is one of the top 25 CPA and business advisory firms in the nation. We have more than 30 offices across 15 states, and offer a wide variety of tax, audit, and consulting services. Our staff and partners serve many different industries and have the opportunity to specialize in a variety of areas. Our culture is the foundation of who we are, and we encourage our staff members to pursue their interests, both in the office and at home. We are passionate about the clients we serve, the work we do, and the fun we have while we do it!
At Eide Bailly we believe everyone—not just those you want to impress—should be treated with respect. We’re a team of collaborators and innovators, and we promote happy employees by making work/life balance a priority. We also encourage community involvement by matching charitable donations and providing fun opportunities for volunteerism including building houses through Habitat for Humanity, supporting local schools through Junior Achievement, assisting local organizations through United Way and more. Healthy living is a top priority for our staff, and we support that with a benefit program that looks at total wellness.
Eide Bailly also offers an “Xchange Program” that promotes consulting skills and experience with a wide range of specialty services. Audit and tax staff members who have been with the firm at least one year can spend six weeks to six months focusing on a new specialty service area, and we’ve even had staff members move to a new area as a result of this experience. There are always new opportunities within the firm, so you’re sure to find a place to shine.
- Website
- https://www.eidebailly.com/
- Telephone
- 701-239-8500
- Location
-
4310 17th Ave. S
Fargo
ND
58103
US
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