Job Description

We are currently seeking a highly organized and detail-oriented individual to join our team as an Administrative Assistant. The successful candidate will be responsible for providing administrative support to various departments within the organization. If you thrive in a fast-paced environment and enjoy working with a diverse group of professionals, we encourage you to apply.


General Duties:


Type letters, memos, and other documents to support the smooth functioning of the office Provide relief support for the receptionist in the Metairie office when required Set up cubicles for incoming employees Assist in cleaning out and boxing up paperwork at the cubicles of terminated employees Process financial statements following established procedures

Monthly Reports Duties:


Run and save various reports but not limited to Chargeable/Non Chargeable time, Utilization, Expenses, Data Integrity, Timesheets for billing purposes, other Billing reports, etc

Tax Duties:


Finalize both Federal and State tax returns Scan and organize "Client Support Documents" for Partnership, Fiduciary, Corporation, Gift Tax, Estate Tax, and Miscellaneous Returns, as well as "Wegmann Dazet Support Documents" Monitor Tax Status emails and provide daily updates to Project Management

Requirements:


Proven experience in an administrative role, preferably in a finance or accounting environment Strong organizational skills with the ability to multitask and prioritize tasks effectivel Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Excellent communication and interpersonal skills Attention to detail and a high level of accuracy Familiarity with tax processing and financial statements is a plus< Knowledge of CPE reporting and regulatory compliance is a plus Experience with CCH Practice Management is a plus





Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.