Tax Administrative Specialist

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 Minneapolis, MN 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 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

Geri Otto, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-onsite #LI-GO1
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 [email protected]
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $19.00 - $29.00 / hour, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.