Administrative Specialist - Tax

At Wipfli, people count.

At Wipfli, 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.

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 Tax Administrative Specialist position is in person in our Bedford, NH office.

Responsibilities: 

• Prepare client engagement letters
• Organize and scan client organizers and tax documents
• Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
• Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment
• Assist other staff with overflow work

Qualifications:

• 1+ years of administrative experience in a professional services setting required
• Requires proficiency in 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!

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 identity, 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 hr@wipfli.com

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