Tax preparer & Executive Administrative Assistant to Director of Tax

We are wealth management, investment, tax and accounting firm based in Fond du Lac, WI. We are seeking a Full Time Executive Assistant to one of our Director of Tax. This position is responsible for providing superior direct support to the Director of Tax and superior service to our clients. We are seeking a Full Time Executive Assistant with tax preparation experience. This position is responsible for providing superior direct support to the Director of Tax and superior service to their clients. Experience as a tax preparer (and actually preparting tax returns in this role) is desired, but not required.

Duties & Responsibilities of this position:

• Executive Assistant that provides exceptional administrative support
• Schedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clients
• Answer and problem-solve incoming telephone, voice mail, e-mail and in-person requests professionally and courteously
• Prepare, organize, coordinate, and maintain client paperwork
• Complete client paperwork with clients, both in person and digital, and maintain communication with the client about the status of accounts
• Research and resolve client service problems for errors as needed
• Maintain client and other appropriate information in company software including but not limited to accurate and timely processing of updates and report requests
• Type and design general written and electronic correspondence
• Keep extensive Redtail records and have excellent attention to detail
• Be available at the direction of the Director of Tax for other duties and responsibilities including various projects'
• Detail-oriented -- quality and precision-focused
• People-oriented -- supportive and fairness-focused

Job Type: Full-time

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan
• No Health Care is provided

Application Question(s):

• Are you able to work a in office work schedule that is normally 8AM-5PM Monday through Friday?
• Do you have at least 5 years of administrative assistant experience?
• Do you have at least 3 years of working in the financial services industry or had a significant financial role/responsibility within a previous position?
• Do you have at least 2 years of tax preparation experience?

Work Location: In person. Experience as a tax preparer is desired, but not required.

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Retirement plan

Application Question(s):

• Are you able to work a in office work schedule that is normally 8AM-5PM Monday through Friday?
• Do you have at least 3 years of administrative assistant experience?
• Do you have at least 2 years of working in the financial services industry or had a significant financial role/responsibility within a previous position?
• Do you have at least 1 year of tax preparation experience?

Work Location: In person