Assistant, Tax and Assurance Services
GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture.
We have been recognized as one of the nation's "Best of the Best" accounting firms by Inside Public Accounting for several years running and we earned the title of Employer of Choice in the Charlotte market. We believe in making a positive impact on our community, and that sense of purpose permeates everything we do.
GreerWalker is committed to helping you achieve your goals by providing you with a healthy work-life balance, continuous professional development, and meaningful work that connects you to your community.
As part of our team, you'll have access to a wide range of learning opportunities and enjoy engaging client work, minimal travel, and exposure to various industries. We will link you with mentors, provide a positive and supportive working environment, and foster lasting professional relationships to help you launch your career and learn to thrive.
Your life fits at GreerWalker.
JOB RESPONSIBILITIES:
As the Tax and Assurance Administrative Assistant, you will be responsible for providing support to the tax and assurance departments with needs including but not limited to:
- Assembly and mailing of tax returns, notices and various other tax related items
- Production of client copies of tax returns – electronic and hard copy
- E-filing of client tax returns
- Preparation and delivery of client engagement letters –electronic and hard copy
- Preparation of assurance-related reports for delivery to client (electronic and hard copy)
Provide other administrative support including but not limited to:
- typing and formatting documents
- ensuring adherence to GW standards (language/templates etc)
- conversion of PDF documents to properly formatted Word documents
- Scanning documents
- Meeting coordination assistance
- Distribution of incoming mail/packages as well as transportation of outgoing mail, certified mail, and FedEx daily
- Expense report preparation assistance as needed
- Back-up receptionist duties (including answering phones, greeting guests, making coffee, meeting space preparation, etc.)
- Various other duties as assigned
CANDIDATES MUST POSSESS THE FOLLOWING:
- Associates or Bachelor’s degree in accounting or business management with minimum 3.0 GPA, or high school degree.
- Experience in a similar role in industry preferred.
- Knowledgeable of the basic principles of accounting.
- Strong technology skills using Microsoft Office 2016 or later (Word, Excel, PowerPoint, and Outlook at a minimum, more applications, including Adobe, preferred).
- Ability to multi-task and to work independently with minimal supervision.
- Ability to work overtime when required and often without advance notice. (most overtime needs arise from February 1 to April 15 and from September 1 to October 15)
- Strong interpersonal and relationship building skills.
- Team player with a positive “can-do” approach.
- Ability to be mobile throughout the workday, standing and sitting, up and down throughout assembly.
- Lifting file boxes, mail, etc. not exceeding 20 lbs.
WORKING CONDITIONS:
Able to work moderate overtime throughout the year with heavier overtime required during certain business cycles
The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required.
This position description is not a contract for employment and GreerWalker LLP reserves the right to revise this description at any time.
EOE
No Agencies Please