Tax Administrative Assistant

Barton, Walter & Krier, P.C. (“BWK”) is a full-service CPA firm with the talent and expertise to offer an array of accounting, audit, consulting and tax services -- all prepared in accordance with professional standards. We are committed to developing strong customer relationships so that we can better understand our clients and assist them with year-round planning. We listen to our clients’ needs and strive to exceed expectations.

At BWK, we offer a dynamic work environment that is both supportive and engaging. We foster a culture of innovative thinkers and are proud to support you in your professional goals. If you are passionate about helping clients succeed at a collaborative, innovative and experienced firm, BWK is the place for you.

We are conveniently located in Maple Grove, MN; servicing businesses state-wide.

Title: Tax Administrative Assistant

Major Tasks, Responsibilities & Key Accountabilities:

• Ensure new clients are set up correctly for filing, archiving, correspondence, faxing, preparing and distributing documents, and photocopying. Ongoing maintenance of the client database.

• Process and assemble tax returns and extensions in proper order with appropriate attachments.

• Prioritize administrative work flow and manage multiple deadlines and requests.

• Run Due Date Reports from the Tracking Program (Access Workflow/XCM) and deliver them to various team members.

• Ensure new clients are set up correctly for filing, archiving, correspondence, faxing, preparing and distributing documents, and photocopying.

• Print & send the Tax Client Organizers to clients

• Scan and file confidential client information.

• E-filing returns and extensions. Follow-up on any rejections or other questions.

• Prepare and finalize documents with a strong working knowledge of tax preparation protocols.

• Answers phones (fill-in at main reception desk).

• Other duties as assigned to ensure the continued function of the organization.

Skills and Competencies:

• Exhibit effective communication and listening skills.

• Ability to proficiently use technology tools in regular assignments and demonstrate commitment to improving work processes through use of technology.

• Excellent time management skills while managing multiple projects.

• The ability to meet deadlines with a high level of organization and focus on the detail.

• The ability to handle questions during the work day and still meet necessary deadlines.

• Focus and dedication to client service fulfillment at the highest level.

• Experience using Microsoft Office Suite, including but not limited to Word, Excel, PowerPoint, and Outlook.

Qualifications:

High School Diploma

Minimum of 3 years of tax firm administrative experience required.

Compensation:

This is a great opportunity to join a solid and growing firm. We offer a very competitive compensation plan and benefits plan that includes health, life and dental insurance; a 401(k) plan and other benefits that afford a healthy working environment.

Job Types: Full-time, Part-time

Pay: $22.00 - $30.00 per hour

Expected hours: 32 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)

Ability to Commute:

• Maple Grove, MN 55369 (Required)

Ability to Relocate:

• Maple Grove, MN 55369: Relocate before starting work (Required)

Work Location: Hybrid remote in Maple Grove, MN 55369

Salary : $22 - $30