Job details

Tax Production Associate - Palo Alto office

Overview:

Our Services to the Firm department supports the internal and external efforts of our partners, our department staff and clients. We are looking for an additional person with strong interpersonal skills and positive work ethic to work in our administrative services team. This is an amazing opportunity to put your experience, attention to detail, and pride in producing the best results to work, while working with various members of our specialized, professional service staff in our Palo Alto office.

Responsibilities:

Tax Practice Support:

Effectively and flawlessly complete tax return assembly for individuals, corporations, fiduciary and partnership returns
Develop an in-depth understanding of all applicable client types and corresponding assembly
Understand tax department workflow, deadlines and key initiatives
Assist partners and tax team with engagement letters- preparation, mass mail merges, and tracking
Process and track extended returns and roll them to the next applicable deadline
Monitor processing mailboxes to prioritize and process incoming work-flow in a timely manner.
Assist with administrative duties, including but not limited to filing, copying, scanning, archiving and dropping off mail/packages, etc.
Willing to work overtime and weekends during the weeks leading up to major tax deadlines

Qualifications:

Please note this position will go into the Palo Alto office every (week)day
Extensive technical knowledge within and application of the Microsoft Office Suite and Adobe softwares.
Strong oral, written and listening communication skills.
Communicate in a professional manner at all levels and with all audiences with a sense of urgency.
Understand and adhere to organizational, practice department, and legal policies for quality, risk mitigation, confidentiality, and data privacy.
Exceptional customer service, multitasking and organizational skills.
Excellent time management skills, able to adhere to deadlines and prioritize accordingly.
Strong attention to detail, a commitment to quality, and a proven ability to take the initiative and take responsibility for completing your work.
Able to work independently, as part of a team and works well under pressure.
Dependable, flexible, motivated and has a strong work ethic.
Must be able to lift boxes up to 25lbs.

The hourly pay range for this position is 27.00 - 35.00 per hour, plus overtime.

Applicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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CEO of Frank, Rimerman +Co., LLP

Brian M. Kreischer

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By Frank, Rimerman +Co., LLP

Established in 1949, our firm is unique for its pervasive passion and nimble delivery over 70 years of experience. We are consistently ranked as a top ten accounting firm in the San Francisco Bay Area and a top 50 accounting firm in the nation, an...

10 jobs

INDUSTRY

Accounting & Tax

TEAM SIZE

501-1000

LOCATION

Hybrid, based in Palo Alto, CA

DATE POSTED

June 9, 2023