At Sax LLP, we are driven by our ability to turn every client's dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team-member-driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career.
Essential Duties and Responsibilities:
A non-inclusive list of duties and responsibilities is outlined below. This list is only a guideline of what to expect in the position. New duties and responsibilities may develop as the position and employee evolve and the job description will change accordingly. This is a Non-Exempt position.
We are currently seeking a full-time Professional Assistant/Tax Administrator for the Shared Services Department, reporting to the Director of Operations. This role requires on-site presence in the Parsippany, NJ office, with work-from-home requests subject to approval by the Director of Operations.
Responsibilities:
• Type, proofread and format all types of correspondence and Tax Arrangement Letters for the Firm.
• Prepare FedEx and Certified mailings when requested.
• Save all returns, reports, documents and forms to the Firm's document managing system (GFR), and route workflows when appropriate.
• Create barcode pages for source documents to be scanned into GFR.
• Process and finalize monthly billings and retainers to clients.
• Provide backup to Tax Processing and E-File teams as necessary:
• Experience with GFR, CCH Axcess, and SafeSend is preferred for technical support.
• Business or Business Casual attire is required at all times.
Qualifications:
Maintains confidentiality in all aspects of position. Maintains the ability to use grammatical, spelling and punctuation skills effectively. Must have excellent organizational skills and the ability to multi-task. Possesses excellent interpersonal skills as well as a cooperative and dependable personality.
• Proficiency in Microsoft Office, specifically Word, Excel, Outlook and Teams, is required.
• Prior experience in a Tax/Accounting firm is strongly preferred.
• Must be able to type a minimum of 60 WPM.
• Must be able to sit for extended periods of time.
• Expected workweek is 37.5 hours, 8:30am-5:00pm Monday - Friday.
• Vacation blackouts, OT and availability on Saturdays required from Feb. 15th - April 15th, and Sept. 1st - Oct. 15th.
Comprehensive Benefits Package includes:
- Top Tier Health, Dental, & Vision Plans
- Flexible Spending Account (FSA) and Health Savings Accounts (HSA)
- Medical and Dependent Care
- Life and Voluntary Life Insurance
- Short and Long -Term Disability Insurance
- 401k plan with matching contribution
- Defined Contribution Plan (profit sharing)
- Customized Work Arrangements
- Floating Holidays and Volunteer PTO
- Unlimited PTO for Managers and Above
- Referral Bonus Program
- Tuition Reimbursement for Advanced Degree
- Healthy Living Reimbursement Program
- Health & Wellness App Subscription
- CPA & EA reimbursement for study materials and exam
- AICPA and CPA State Society membership reimbursement for Managers and above
- OnDemand access to industry leading CPE courses
- Summer Fridays at 1pm
Sax LLP is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.