Tax Administrative Assistant

Tax Administrative Assistant

 
Orem or Salt Lake City, Utah 
In-Office

Full Time, Mon-Fri

Compensation: DOE 
 

About Squire: 

Squire is a leading regional audit, tax, and advisory firm located in Orem and Salt Lake City, Utah. We have seen 50 years of success by innovating and taking care of our clients while building lifelong friendships. We deliver smart solutions and effective results to clients in many different industries with expertise in Professional Services, Construction, Direct Selling, Government, Technology, Nonprofit, Manufacturing, Consumer Products, Energy & Mining, and Life Sciences. And with Advisory and Business Services, we partner with our clients to strategize on how to achieve their business and growth goals. Squire is successful when our clients are successful! 

Our core values as a firm have helped to mold our culture into what it is today. Our core values are personal connection, thoughtful innovation and proactive ownership- we are constantly celebrating our employees who are embracing these attributes and focus on helping individuals to cultivate and master them! 

Squire draws top talent from all over the country—but we’re committed to and the companies that make it one of the most vibrant economies in the nation. 

About the role: 

The Tax Administrative Assistant provides a variety of administrative, project management, and other support services to executive management and other assigned staff. This individual will represent the executives when interfacing with external and internal clients, potential clients and vendors. The Tax Administrative Assistant will also serve as a facilitator to coordinate deadlines, resolving issues directly or through others, to ensure projects are completed in a timely manner in high pressure situations. Work hours will need to be adapted and/or extended to meet project deadlines. We are looking for someone who is adaptable, can anticipate roadblocks, is very reliable, will take initiative, and will execute on tasks with a high level of efficiency.  

Responsibilities: 

• Facilitate phone calls; handle questions and complaints; set up and confirm appointments and meetings. Oversee the needs of any visitor to the departments. Deal with complex queries on the telephone, by email and in person. 
• Assist in managing relationships with Microsoft, Intuit, Oracle, the IRS and other key organizations. 
• Assist in billing processes and creating reports through our software program, as needed. 
• Prepare client bills and assist with collection efforts, including related correspondence and client calls. 
• Assist with the planning and execution of firm events and functions. 
• Format and edit letters, reports, and all other correspondence from draft stage to client-ready work; adhere to record retention policies and procedures. 
• Work with MS Word, Excel, PowerPoint, CRM and other relevant software, effectively navigate and research on the internet, and use technical equipment appropriately. 
• Maintain confidence and protect operations by keeping information confidential. 

Critical Skills/Qualifications: 

• Excellent communication skills, both written and verbal 
• Ability to manage multiple projects at a time 
• Knowledge of general office practices, procedures, software and equipment; ability to learn several new computer programs quickly 
• Excellent customer service skills and the ability to establish and maintain effective working relationships with employees, clients, and the public