Administrative Specialist
Wipfli
Provide administrative support for client tax documents and office tasks.
14 days ago ago
Intermediate (4-7 years), Expert & Leadership (13+ years), Experienced (8-12 years), Junior (1-3 years)
Full Time
South Portland, ME
Office Full-Time
Company Size
2,600 Employees
Service Specialisms
Accounting Services
Audit & Assurance
Consulting
Cybersecurity
Financial Services
Forensic Accounting
Healthcare
Human Resources
Sector Specialisms
Nonprofits
Associations
Role
What you would be doing
tax processing
document management
admin support
workpaper routing
document handling
- Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
- Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers.
- Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.
- 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.
What you bring
admin experience
detail oriented
teamwork
communication
microsoft office
project management
- 1+ year of administrative experience in a professional services setting
- 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
- Requires clear, concise verbal and written communication skills, and accurate grammar usage
- Requires basic proficiency in Microsoft Word, Outlook, and Excel; knowledge of tax preparation software and Microsoft Teams is preferred
- Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
Information not given or found
Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
Company
Overview
Since 1930
Year Established
The company has been operational since its establishment in 1930.
- Focus on driving growth and efficiency in healthcare, financial services, and manufacturing.
- Consultants and advisors provide tailored solutions with deep industry knowledge.
- Notable for its ability to help organizations with complex financial reporting, compliance, and operational challenges.
- Consistently recognized for high-quality results and long-term client relationships.
- Optimize strategies, technology, and people for sustainable success.
- We care deeply about our people.
- We lead with integrity.
- We put our clients first.
- We are focused on results.
- We work together as one team.
- We challenge the status quo.
- We are passionate about growth and development.
2030
Net-Zero Goal
Aim to achieve net-zero carbon emissions by this year through comprehensive sustainability efforts.
- Integrate sustainability efforts into daily operations to achieve energy efficiency, waste reduction, and lower carbon footprint.
- Focus on reducing environmental impact through technology, collaboration, and innovation.
- Provide sustainable solutions to clients that align with both environmental and business objectives.
- We aim for a workforce that represents diverse backgrounds, perspectives, and experiences.
- We are committed to creating an inclusive workplace that fosters collaboration and respect.
- We are focused on empowering women in leadership positions and increasing gender diversity at all levels.
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