Tax Administrative Professional

The Bonadio Group is seeking an Administrative Professional to support our Small Business Advisory Service Line in our Dallas Texas location.This is a on-site position.

Responsibilities:

• Set up new clients project templates and tasks consistent across the Tax and Small Business Advisory practices

• Ensuring attention to detail is critical in ensuring consistency across technology platforms

• Compile data analysis reports from Axcess Workflow

• Work collaboratively with Information Technology team

• Demonstrate ability to consistently use standard client file-sharing systems including SafeSend CCH Axcess SharePoint and MyPortal

• Work collaboratively with the Small Business Advisory team members to successfully achieve Service Line deadlines and goals

• Process client tax returns and mailings as necessary

• E-file client tax returns and mailings as necessary

• Provide dedicated Partner support as assigned including time and expense entry billing e-mail triage travel assistance etc.

• Assist in the preparation proofreading editing and processing of documents including but not limited to correspondence financial statements client related correspondence order to produce error-free work

• Ability to professionally and effectively handle communications with internal personnel as well as external clients both via phone or in person; taking detailed messages as needed

• Organize update and assist with calendar for assigned partner(s)

• Coordinate logistics for meetings conference calls and communicate details accordingly

• Enter transcribe record store and/or maintain information in written or electronic form

• Develop and maintain the technology skills required to function at peak efficiency

• Ability to cross-train and learn others administrative responsibilities to provide backup assistance as needed

• Sort incoming mail as necessary

• Assist in all other administrative areas as needed

• Adhere to the highest degree of professional standards and strict client/firm confidentiality

Qualifications:

Required:

• A minimum of three years of relevant experience

• A minimum of an associates degree or a high school diploma GED with equivalent work experience

• A minimum of two years of experience working with SafeSend delivery of tax returns

• A minimum of one year of experience with CCH Axcess Tax and Workflow

• Ability to collaborate effectively with team members to successfully meet Service Line deadlines and performance goals

• Knowledge of typical office methods and procedures filing telephone techniques scanning and office equipment as well as business English usage spelling grammar and punctuation

• Proficiency in Microsoft Word Excel and Outlook and PowerPoint

Hours Of Operation:

• This is a full-time in-office hourly position

• Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday

• Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday and from 8:00 a.m. until 12:00 p.m. on Friday

• We pride ourselves on our flexibility; however the ability to work additional hours will be needed at peak times

At The Bonadio Group we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients needs in an increasingly global profession.

In the fast-changing accounting industry The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs youll be exposed to diversity of work the ability to tackle more interesting issues and have a path to Partnership. Youll be working with great people and great clients where you can truly make a difference. Apply online get on board and grow with us. Youll be glad you did!

All communications from The Bonadio Group regarding recruitment and hiring will come from an @ email address and our process includes a discussion with our Talent Management you have any questions or concerns please contact us immediately at or .

EOE/AA Disability/Veteran