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Job Details

Tax Administrative Assistant

  2025-01-14     Eide Bailly LLP     Billings,MT  
Description:

Overview:

Location: Billings, MT

Work Arrangement: In Office



Responsibilities:

A Day in the Life

A typical day as a Tax Administrative Assistant might include the following:

  • Provides administrative support to partners and managers with integrity and professionalism.
  • Coordinates department staff meetings, seminars and conference calls and records minutes as needed.
  • Performs practice management billing procedures for department, including transferring time, requesting aging and preparing bills.
  • Sets up new clients and maintains existing client data in the practice management system.
  • Assists with proposal processing.
  • Formats, copies and binds financial statements for partner to review and sign.
  • Processes tax returns.
  • Signs on behalf of partners and managers as delegated, his or her name to correspondence and other written documents and forms.
  • Schedules appointments and makes travel arrangements.
  • Composes and types routine correspondence including orders, memos, letters and reports.
  • Performs miscellaneous scanning, filing, faxing and copying duties as needed.
  • Reviews, sorts and routes incoming mail; distributes outgoing mail.
  • Greets visiting clients and directs them to the correct person.
  • Answers telephones and gives information to callers; routes calls to appropriate personnel.
  • Orders and stocks office supplies.
  • Fills in for the receptionist and provides other departments with administrative support as needed.
  • Ensures timely and accurate performance on assigned projects.
  • Maintains compliance with project budgets, turnaround times, and deadlines.


Qualifications:

Who You Are:

  • You have a High School Diploma and 2 years of past administrative support experience.
  • You thrive in a high-volume, fast-paced, work environment.
  • You are a multi-tasking master, and there has never been a deadline you could not meet.
  • You can quickly prioritize and organize your work to complete tasks of an immediate nature.
  • You hold yourself to the highest professional standards and maintain strict client confidentiality.
  • You are proficient in Microsoft Excel. Microsoft Word, Outlook, DocuSign, Teams and Adobe Acrobat. Power BI and Salesforce experience is a plus.
  • You are exceptionally detail-oriented with strong verbal and written communication skills - reviewing communications and fixing errors is a task you love!
  • You love collaborating and contributing to being part of a team but also enjoy working alone with limited supervision.
  • You will work overtime as needed.
  • This position requires prolonged standing and sitting, some bending, stooping and stretching and the ability to lift up to 20 lbs.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Culture at Eide Bailly

Integrity. Meaningful Relationships. People. Authenticity. Trust. Thats how we work.

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. Our people are the foundation for our success. People join Eide Bailly for the opportunities and stay because of the culture. Were focused on building a collaborative workplace based on integrity, authenticity, and support for one another. Youll find opportunities for education and career growth, a team dedicated to your growth and success, and benefits that put you and your familys needs first. Hear what our employees have to say about working at Eide Bailly.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on?Facebook,?Twitter,?Instagram,?LinkedIn?or our?About Us?page.

For extra assistance in your job search journey, explore EB Career Resourcesa complimentary external tool that offers career exploration, resume workshops, interview prep and other professional development options.

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Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

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