Administrative Specialist – Tax Support & Reception

Reilly, Penner & Benton, LLP; Milwaukee (WI); In loco; USD 38.000 - 52.000; Tempo pieno

Descrizione del lavoro

Reilly, Penner & Benton, LLP, a Wisconsin CPA firm, seeks an Administrative Staff member to support tax preparation, client communications, and office operations in Milwaukee and Hartland. You will help scan documents, manage filings, and assist with billing while maintaining confidentiality and professional standards.

The role requires organization, multitasking, and proficiency in Microsoft Office. You will split time between two offices and contribute to a collaborative, growth‑oriented

Competenze

• Associate’s degree in Accounting or related field preferred.
• 2+ years of experience in office administration.
• Experience in a CPA firm, tax office or other professional services environment is a plus.
• Proficiency with Microsoft products such as Outlook, Word and Excel.
• Comfortable learning new technology and software.
• Strong organizational skills and exceptional attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Ability to handle confidential information.
• Dependable, proactive and willing to take initiative.

Mansioni

• Support tax preparation by organizing and scanning client documents and assembling tax returns.
• Assist with tracking tax return extensions, estimated tax payments and filing deadlines.
• Review IRS notices received by clients and communicate necessary actions or next steps, in coordination with the tax department.
• Maintain accurate electronic and paper filing systems for client records, tax files and firm documents.
• Assist the tax department with client billing.
• Serve as the primary backup for reception duties at both the Milwaukee and Hartland offices, including answering incoming calls, greeting visitors, and providing general administrative support as needed.
• Manage the firm's social media accounts (Facebook, Instagram, LinkedIn, Handshake, etc.), including creating and publishing approximately two posts per week.
• Maintain and update the employee section of the RPB website, ensuring information is accurate and current.
• Other duties as assigned

Conoscenze

Organizational skills

Communication skills

Attention to detail

Multi-tasking

Confidential information handling

Proactive

Microsoft Office proficiency

Formazione

Associate degree in Accounting or related field

Strumenti

Outlook

Word

Excel

Descrizione del lavoro

Reilly, Penner & Benton, LLP, a Wisconsin CPA firm, seeks an Administrative Staff member to support tax preparation, client communications, and office operations in Milwaukee and Hartland. You will help scan documents, manage filings, and assist with billing while maintaining confidentiality and professional standards.

The role requires organization, multitasking, and proficiency in Microsoft Office. You will split time between two offices and contribute to a collaborative, growth‑oriented