Tax Administrative Assistant

BDO USA, LLP; Jacksonville (FL); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA, LLP is seeking an Administrative Assistant to provide in-office support across the assigned office, with potential duties across geographic markets. This role uses firm systems and adheres to firm policies, collaborating with principals, directors, and teams to support operations.

The role includes front desk and mail duties, onboarding/offboarding assistance, and assisting with vendor invoices and expense reporting.

Qualifications

• Requires a High School Diploma or GED; Bachelor's degree preferred.
• Three (3) or more years of administrative experience.
• Advanced level of proficiency in Microsoft Office Suite; experience with ERP is preferred.

Responsibilities

• Supports various departments through standardized processing of tasks using firm systems and tools.
• Schedules and coordinates meetings, room reservations, and catering for events.
• Assists with vendor invoices, client invoices, and onboarding/offboarding.
• Provides expense reporting support and maintains client data and billing information.
• Produces letters, memoranda, and confidential presentations for management.

Skills

Advanced MS Office

PeopleSoft

Deadline-driven

Organizational skills

Communication skills

Team player

Education

High School Diploma or GED

Bachelor's degree preferred

Tools

Microsoft Office Suite

ERP (PeopleSoft)

Job description

Job Summary:

The Administrative Assistant (AA) is responsible for providing in-office administrative support to their assigned office, but may also be assigned duties related to a geographical market and/or Geo. Duties assigned will use a variety of administrative systems and follow firm policies and procedures. The AA will be charged with providing administrative support services in accordance with BDO standards and will work with management members (principals and directors), service team or teams, an office or related offices to support, and/or national team or teams as needed. Duties may also include facility related duties, front desk and/or mail room duties.

This is a variable hybrid role that may require up to full-time, on-site support, based on location and office needs.

Job Duties:

• Supports various departments through standardized processing of assigned tasks using various firm systems, tools, and software. Support may include:
  • Providing support to an assigned centralized administrative support ticket(s).
  • Providing support to another administrative support teams or office.
  • Providing support to a national, Geo or market team(s) including the e-filing support for national tax administration team
• Provides administrative support for larger scale in-office, market-wide meetings and conferences, including scheduling with Principals and Firm leaders, managing calendar invites, meeting room reservations and handling catering and set-up.
• Assists Office Administrator with obtaining coding and approval for vendor invoices including processing client invoices accurately with information provided by management. May include various firm/office membership or licenses.
• Assists with new hire onboarding and employee offboarding as directed.
• Provides expense reporting support by submitting an expense report ticket
• Collaborates with management to set up new clients, maintain and manage client data, billings and other ad hoc request
• Produces a variety of materials including but not limited to letters, memoranda, interoffice communications, confidential presentations, and reports.
• Handles related tax support services on a seasonal or as needed basis.
• Other duties as required

Qualifications, Knowledge, Skills & Abilities:

Education:

• High School Diploma, GED or equivalent, required
• Bachelor's degree, preferred

Experience:

• Three (3) or more years of administrative experience, required
• Professional services firm experience, preferred

Software:

• Advanced level of proficiency in Microsoft Office Suite, required
• Experience with firm's ERP preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail
• Advanced or expert in computer skills: Word, Excel, Outlook, PowerPoint. Experience in Peoplesoft database recommended
• Excellent written and verbal communication skills including superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients.
• Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations
• Consistently seeks to improve processes
• Excellent organizational skills and detail oriented that enable efficient and effective multi-tasking
• Capable of managing highly confidential information
• Ability to work well with all levels of management as well as outside external clients
• Team player who is willing to help out as needed

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

California Range: $26.00/hr - $35.00/hr
Colorado Range: $24.00/hr - $38.50/hr
Maryland Range: $28.00/hr - $32.00/hr
Minnesota Range: $28.85/hr - $32.70/hr
NYC/Long Island/Westchester Range: $36.00/hr - $38.50/hr
Washington Range: $26.00/hr - $35.00/hr
Washington DC Range: $28.00/hr - $32.00/hr

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets