Administrative Specialist

At Wipfli, people count
The way you think makes you different. At Wipfli, we embrace that.
Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli.
We're also focused on helping you achieve success with balance. From hybrid schedules and flexible time off to training programs and mental wellness initiatives, we take care of our team.
If you want to be in an environment where you can grow, feed your curiosity and make a difference, Wipfli is the place for you.
This position is located in Great Falls, Montana and is 100% in person.
Responsibilities:

• Support the tax practice administratively and support the office administratively
• All tax processing functions required for individual, business, non-profit tax clients
• Develop a specialized knowledge and software proficiency in the tax group and a general knowledge of the firm's products and services
• Communicate proactively with associates and clients, prioritize deadlines as necessary
• Assist in the assembly of reports, tax returns, and engagement letters
• Manage downloads from client portal, filing, follow-up proactively as necessary
• Support front desk and office phones, schedule conference rooms and handle hospitality arrangements
• Complete other office administrative duties as necessary, including but not limited to: handling mail, managing petty cash, greeting clients
• Coordinate workflow with other administrative associates, ensuring an efficient flow

Qualifications:

• An Associate Degree in Administrative Support is preferred
• Intermediate proficiency in Microsoft Outlook and Word, and a basic knowledge of Excel is preferred
• Experience in an administrative support position is required
• Ability to plan, prioritize, and organize work effectively while working under time deadlines
• Ability to balance many projects simultaneously and learn new systems efficiently
• Ability to be flexible with schedule to meet workflow demands

Carly Seidl, from our recruiting team, will be guiding you through this process. Check out her LinkedIn here
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected].
Wipfli supports Equal Pay for all. In addition, in the State of Montana, we are committed to Equal Pay for Women in accordance with Executive Order 12-2016. The pay range for this role is $19.00-29.00 / hour.
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