Administrative Specialist - Tax

Job Locations US-CO-Lakewood | US-CO-Denver
Job ID
2022-4433
Category
Tax
Remote
No

At Wipfli, people count

 

Our people are core to everything we do — the 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. And we seek feedback openly, from all.

 

People matter here and they feel it.

 

And we value curiosity.  Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.

There’s purpose in this wonder. It makes us better. It makes us Wipfli.

 

If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.

 

Check out our Glassdoor Reviews to hear what people are saying about employment at Wipfli! 

Responsibilities: 

  • Developed a specialized knowledge and software proficiency in specific practice groups and/or service lines.
  • Create, proof, edit, and correct documents, memos, and letters for Partners and associates, ensuring timeliness.
  • Coordinate seminars and group presentations, to include handling reservations, travel arrangements, food services, etc. Follow up directly with clients in regard to products and services.
  • Provide administrative support to the designated practice groups and/or service lines to ensure deadlines are met, while maintaining a positive, collaborative work environment.
  • Produce high quality work in compliance with work processing guidelines and firm standards, including proofreading and report compilations. Follow-up proactively as necessary.
  • Develop and demonstrate a general knowledge of the firm’s products and services. Communicate proactively with associates and clients. Prioritize deadlines as necessary.
  • Assist in the assembly of reports, ensuring accuracy and timeliness.
  • Assist other administrative staff with overflow work.
  • Filing
  • Entering firm expenses
  • Handling facsimiles
  • Scheduling conference rooms and handling hospitality arrangements
  • Train associates on advanced administrative functions and software in the area of
  • their specialty and/or other admin functions.
  • Coordinate and delegate workflow for other administrative associates, ensuring an efficient flow.
  • Administrative processing of client invoices
  • Maintaining the research library
  • Backing up Receptionist and Office Assistant duties

Qualifications:

  • This position requires someone to be in the Denver Market as it is primiarly in-office
  • Requires a high school diploma or an equivalent combination of eduation and experience
  • Requires 1-3 years of job-related experience
  • Requires intermediate knowledge of Microsoft Outlook, Word and basic knowledge or Excel and PowerPoint
  • Experience with a multi-line telephone system and a variety of office machines is preferred
  • Experience in a professional services work environment is preferred
  • Ability to plan, prioritize, and organize work effectively
  • Ability to balance many projects simultaneously
  • Ability to work under pressure and time deadlines
  • Ability to learn and operate additional software programs
  • Ability to work with a diverse group of clients and associates while maintaining a positive attitude towards work, the team and the firm
  • Ability to present a professional appearance and demeanor
  • Ability to effectively operate a variety of office machines, to include a PC, telephone, copier, fax, etc.

Wipfli supports equal pay for all. In addition, in the State of Colorado, we are committed to equal pay for equal work in accordance with Senate Bill 19-085. The pay range for this role is $18-$27 per hour.

 

Wipfli cares about our associates and offers a variety of benefits to support your wellbeing.  Highlights include 6 health plan options (both HMO & PPO plans), as well as dental and vision coverage and an Employee Assistance Program. Other benefits include a 401(k) savings plan & profit share contribution, education & certification assistance, flexible time off, family care leave, parental leave, cell phone reimbursement, and travel rewards. There are also many voluntary benefit offerings such as critical illness & accident insurance, legal, long term care, pet insurance, and ID theft protection, as well as firm-provided basic life/AD&D, short term disability, and long term disability coverage, with the option to purchase supplemental life/AD&D.  Eligibility for all benefits is based on annual hours expectation and position status.

 

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, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.   #LI-KH1 #WIPFLIHP

 

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