Job Description
Founded in 1983, WilkinGuttenplan is a leading accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA.
We are currently seeking an experienced Administrative Assistant who can add value to our growing administrative department. This individual will serve as a key contributor to the daily activity of our firm’s leadership by working directly with our partners, managers, accounting staff, administrative, audit, and tax team. In this role, you will be required to work on a wide-range of assignments but will primarily focus on accounting and communication tasks along with managing daily office activities. We are looking for a well-versed individual who exhibits excellent interpersonal, communication, and organizational skills.
Responsibilities include but are not limited to:
Assemble and process tax returns for both electronic and hard copy delivery to clients.
Compose and continuously update client proposals and engagement letters.
Arrange spreadsheets and miscellaneous reports as requested.
Assist with drafting new client forms.
Assist with processing of engagement letters.
Assist the CIRA Depts. as need for administrative tasks such as client fees, client records and workflow processing).
Draft Power of Attorney, Installment Agreements, etc.
Process 1099’s.
Process IT 204 LL’s.
E-Filing.
Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
Manage GoFileRoom (GFR) tax workflows, rollovers, and tracking as deadlines approach.
Collaborate with the administrative team to ensure daily workflow is being effectively handled.
Diligently review and notarize documents (Notary not mandatory but would be a bonus).
Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc.
Minimum 3+ years of administrative experience.
CPA or professional services firm experience preferred.
Must be flexible with hours and available to work some overtime as needed.
Mandatory 3 day in office work week (More as need during busy season).
Overtime hours may be required during busy season (January through April including some Saturdays, depending on workflow as well as September & October major deadlines).
Strong attention to detail, proofreading, and problem-solving skills.
Ability to prioritize multiple assignments, manage interruptions, and shift priorities with ease.
Ability to maintain a professional demeanour in a fast-paced, deadline-oriented environment.
Ability to exercise complete confidentiality while working with sensitive information.
Energetic team player with a positive attitude.
Proficient in the use of Microsoft Word, Excel, Outlook and Adobe; Go File Room, CCH, ProSystem Fx a plus.
Excellent verbal and written communication skills.
Why us?
- We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
- We offer a competitive salary and benefits package, including Unlimited Work Options, generous PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website
- Our collaborative work environment is strongly committed to your professional growth and success
- We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm
- We have a track record of ranking in the Best Place to Work NJ for the past twenty years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms to Work For, and many more!
- The estimated salary for this position is $55,000 - $68,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.
We believe in equal opportunity:
Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive work environment. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.
