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Aprio PH - Tax Support Specialist, Tax Administration
AprioUnited Statesfull_timeVerifiedPosted 2 Oct 2024
About the role
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Aprio is a progressive, fast-growing firm looking for a Tax Support Specialist- Tax Administration to join our centralized Tax Support Teams. As a Tax Support Specialist, you will provide national support to the Tax Department firm wide, optimizing efficiency, client experience and quality control. You will interact with team members within your team as well as others outside of your team at all levels.
Aprio is a progressive, fast-growing firm looking for a Tax Support Specialist- Tax Administration to join our centralized Tax Support Teams. As a Tax Support Specialist, you will provide national support to the Tax Department firm wide, optimizing efficiency, client experience and quality control. You will interact with team members within your team as well as others outside of your team at all levels.
Possible Responsibilities
- Generate reports using various programs and create reports in Microsoft Excel with intermediate formulas, charts, and graphs.
- Conduct data management and cleanup of projects in applications projects
- Manage calendar appointments and coordinate meetings for multiple partners.
- Schedule and organize complex activities such as meetings, travel arrangements, conferences, and departmental events.
- Undertake ad-hoc tasks and other unique duties as assigned to support the overall objectives of the team and supported leaders.
- Make ad-hoc desk reservations in Agilquest for traveling team members to various offices
- Prepare, edit, and track engagement letters accurately and efficiently
- Submit tickets for Workflow updates
- Send faxes
- Prepare mail requests
- Utilize CRM tool (HubSpot) to manage prospects and leads efficiently and assist with data cleanup.
- Start client setup forms in HubSpot for new clients and engagements
- Assist with setup, formatting, and editing of proposals
Qualifications:
- Bachelor's Degree in Business Administration or a related field
- 1 to 3 years of experience in administration
- Highly proficient in using MS Excel (a must)
- Available to work overtime, as needed.
- Ability to manage and prioritize assigned work using exemplary time-management and task-prioritization skills.
- Ability to work independently.
- Demonstrates ability to multi-task and turnaround assigned work accurately and in a timely manner
- Excellent administrative and computer literacy skills
- Strong organizational and customer service skills
- Effective communication and interpersonal skills
- Strong attention to detail with the ability to self-review
- Positive, can-do attitude and ability to work under pressure and meet deadlines
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