Bookkeeper

RMW Accounting; Virginia (MN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Paid sick time

Paid time off

Parental leave

Vision insurance

Job summary

RMW Accounting in Virginia, Minnesota, is seeking a full-time Tax Administrative Assistant. This role involves providing critical support to the tax department by managing client inquiries, organizing documents, and assisting with administrative tasks. Candidates should have an associate degree or equivalent experience, strong organizational skills, and proficiency in Microsoft Office and Google Workspace. The position requires an ability to thrive in a collaborative and fast-paced environment. Benefits include health insurance and paid time off.

Qualifications

• Experience in administrative support work, office practices, and administrative procedures.
• Ability to work in a high-volume, fast-paced environment while maintaining a sense of calm.
• Proficiency with necessary software applications.

Responsibilities

• Answer phones and handle inquiries regarding client documents and tax refunds.
• Set up conference calls and appointments for tax accountants.
• Organize and maintain e-folders and client database.

Skills

Organizational skills

Communication skills

Technical skills

Processing skills

Multi-tasking

Attention to detail

Education

Associate degree or equivalent

Tools

Microsoft Office

Google Workspace

Job description

This person will be responsible for providing a broad spectrum of support to the tax office in a fast-paced, challenging and rewarding environment. Requirements include people, communication, organizational, technical, and processing skills, as well as the ability to prioritize multiple tasks. Applicants are expected to be on site in the office and need to thrive in a collaborative work environment.

The Tax Administrative Assistant is responsible for supporting the Tax Dept team to help them with clients' needs on the phone or by email. Their duties consist of, but not limited to, organizing/maintaining e-folders and composing documents on behalf of the Tax Dept team.

Essential Duties and Responsibilities

• Answer phones and handle all basic inquiries (refunds, location/directions, updating clients’ contact info, documents still needed, etc)
• Set up conference calls and/or appointments for tax accountants.
• Provide clients with tax results (processed and rejections)
• Take and process all types of payments over the phone from clients.
• Transmit returns to IRS and pull E-File acceptances.
• Send vouchers to clients.
• Contact client for any missing information to complete tax returns
• Initial point of all drop box tax returns (Open/Organize/Create folder/Scan /Create Control Sheet and ensure all documents are received for processing/Contact client for any missing documents/upload to client database software once completed
• Updating client database with incoming completed tax returns and notices
• Assemble completed tax documents for clients.
• Update and maintain Excel lists.
• Assist in outgoing mail- assemble, stamp etc.
• Prepare communications, such as memos, emails, invoices, reports and other correspondence.
• Create and maintain filing systems, both electronic and physical
• Assist with making copies, organizing documents/folders, creating packages/mailings, faxes.

Qualifications/Skills

• Associate degree or equivalent combination of education and experience in business, or related fields
• Experience in administrative support work, office practices and administrative procedures
• Tech savvy with the ability and desire to embrace necessary software applications.
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment while maintaining a sense of calm and humor.
• Superior organizational, multi-tasking and follow-through skills with strong attention given to details and deadlines.
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office and Google Workspace applications

Job Type: Full-time

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid sick time
• Paid time off
• Parental leave
• Vision insurance

Work Location

In person