Administrative Specialist

At Wipfli people count.

At Wipfli our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home Wipfli offers a career-defining opportunity.

The Administrative Specialist position is 100% in person in our South Portland ME office.

Responsibilities:

• Prepare and manage client engagement letters and tax documents including scanning and organizing client organizers.
• Process client tax returns using platforms such as SafeSendReturns Sharefile Tax Caddy and CCH Axcess.
• Log and route incoming client workpapers create labels and folders and assist with document pickup and return workflows.
• Assist with printing mailing scanning and faxing and reception tasks as needed.
• Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.

Qualifications:

• 1 year of administrative experience in a professional services setting
• Requires basic proficiency in Microsoft Word Outlook and Excel; knowledge of tax preparation software and Microsoft Teams is preferred
• Requires clear concise verbal and written communication skills and accurate grammar usage
• Ability to plan prioritize and organize work effectively while balancing many projects simultaneously
• Ability to work flexibly under pressure and time deadlines with great attention to detail
• Ability to work with a diverse group of clients and employees and maintaining a positive attitude towards work the firm and the team

Carly Seidl from our recruiting team will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-onsite #LI-CS1

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race creed color religion national origin sex age marital status sexual orientation gender identify veteran status disability or any other characteristics protected by federal state or local laws.

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application interview or participate in our recruiting process please send us an email at

Wipfli is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law regulations and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.