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Form of workKT is seeking an efficient, motivated, and energetic individual to join our team in person in the Rapid City, SD office. An Executive Administrative Assistant is an integral member of the tax department who is responsible for the overall client experience, from intake through delivery. This role supports our firm's tax professionals and acts as a liaison between the client and the firm. This position involves a combination of billable and nonbillable time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Responsibilities
- Be a valuable member of the Team.
- Provide exceptional service to employees and partners supported. This includes assisting with the organization of tasks, monitoring deadlines and preparation for meetings.
- Releases tax returns (quality control step), as needed via right signature and sharefile.
- Serves as administrative trainer as requested.
- Attend Administrative Team meetings and offer feedback on possible efficiencies, improvements, hurdles, etc.
- Suggest opportunities to standardize our current processes in client engagements and internal departmental functions. Assist the group in operationalizing approved standardization ideas.
- Manage digital processing, copying and binding of all financial statements.
- Responsible for the administrative digital processing of individual and business tax returns to include e-filing.
- Provide digital drafts of all client engagement letters to engagement leaders for edit and approval. Once approved, finalize and deliver. Track them as they are returned.
- Manage preparation and subsequent receipt of confirmations.
- Work with the scheduler to get new engagements appropriately scheduled and staffed.
- Provide workflow tracking support and due date lists as requested.
- Handle administrative processing of all firm proposals and other miscellaneous reports.
- Manage multiple engagements and competing priorities in a fast-paced environment.
- Serve as the owner of the Microsoft Office Suite, training other team members and answering their questions regarding program functions, formatting, etc.
- Provide support to the Firm Administrators and others as needed on projects.
- Serve as a back-up for phone and front desk coverage as needed.
- Provide excellent client service and communications while developing and maintain outstanding client relationships.
- Serve as a back-up for other Administrative Team members as time allows. Learn the necessary skills to support general duties applicable to all Administrative Assistants.
- Assigned to designated partner(s), staff, and/or department.
- Handles phone calls from clients and staff
- Maintains calendars including scheduling interviews with clients and other appointments
- Handles correspondence and incoming mail to include triaging workflow, requests for additional information and verifying completeness.
- Handles all travel arrangements as requested
- Composes and prepares confidential correspondence, reports, and other documents as needed, proofing for grammar, content, and accuracy; maintain up-to-date files.
- Opens, reads and answers incoming mail and independently handles or attaches appropriate file/information.
- Assists in the digital process of storing data as it relates to internal and client files.
- Demonstrate a high-level commitment to KTLLP; possess a positive attitude and respect for others; able to have fun.
- Other duties as assigned by Partner-in-Charge or other member of the Partner group.
Required Qualifications
- High School degree or GED, an associate’s degree in related industry preferred
- At least three years of experience - Experience with a public accounting firm or professional services firm is highly desired.
- Willingness to put forth the effort needed to meet compliance and Firm deadlines, as well as meet client expectations
- Proficiency in Microsoft Office Suite.
- Excellent verbal and written communication skills and the ability to establish and maintain effective working relationships with co-workers.
Core Competencies
- Professionalism
- Integrity / Ethical Conduct
- Critical Thinking
- Problem-Solving
- Organization
- Prioritization
- Multi-tasking
- Team Oriented with the ability to work independently.
Additional Requirements
- Valid State Driver's License
- Must be able to operate a motor vehicle and meet insurance requirements following a motor vehicle record check.
Work Environment and Physical Demands
- This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and fax machines.
- The employee will sit for prolonged periods of time at a desk and work on a computer. The employee may lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
- The employee may be required to travel for business purposes. Travel may be in town, out of town, and/or overnight.
Schedule and Benefits
- This is a full-time position: 40 hours per week, core hours of operation are 8:00 am to 5:00 pm Monday- Friday, some weekend and evening hours may be required. Additional hours required during the busy season.
- KT offers more than just competitive salary with PTO, 8 paid holidays, medical, dental, vision, flexible spending account plans, a 401k retirement plan, life insurance, employee referral program, certification incentives, and tax season incentives. For more information about our benefits, visit www.ktllp.cpa/careers.
- Located in Rapid City, SD
Ketel Thorstenson, LLP is committed to being an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, national origin, ancestry, age, religion, disability, gender, pregnancy, sexual orientation, transgender status, gender identity, or any other classification
protected under applicable law.
