Administrative Assistant (Tax Services)

*Administrative Assistant (Tax Services)* _About Avaii Wealth Management:_ Avaii was founded in 2018 by a collection of wealth advisors who sought to abandon the corporate stronghold and start a boutique advisory firm based on a few commonsense approaches to financial planning and wealth management — put our clients first, provide actionable ideas in an unbiased way, and to speak in a language our clients can understand.
At its core, Avaii is planning centered.
Read more about Avaii and our culture below.
_What you’ll do_: - Coordinate all mailing including UPS and certified and add charges to billing system by client - Coordinate office maintenance and maintain production room including all supplies & copier needs - Assemble, mail, file, deliver, and e-file tax returns - Prepare and e-file tax extensions - Proactively manage database and workflow systems to ensure accurate maintenance of client data - Set up new clients in multiple software systems - Respond to client needs on behalf of tax teams as needed to assist in time and workflow management - Tax form management, collect and process in a timely manner - Assistance with bookkeeping duties of the firm - Front desk administration and answer phones, as needed.
_Who you are_: - Prioritizes and is resourceful in completing tasks through multi-tasking and utilizing creative thinking - Works well with time sensitive projects and adaptable to specific deadlines - Leads with strong communication and demonstrates effective interpersonal skills - Drives change and efficiencies within the team - Completes and manages workflow functions with the ability to expand with experience - Possesses strong technology skills with an ability to adapt to changes and new programs - Understands and can support all administrative functions within a group and an office - Produces quality, professional internal and client-facing documents - Implements firm and office processes and procedures with direction from the Tax Director _What we expect_: - 2 or more years of related administrative support experience required.
- High school degree or equivalent experience is required.
- Bachelor’s Degree is highly preferred.
- Intermediate to advanced level experience in Microsoft Office and Adobe products _What is the Avaii Culture?_ We have a family first mentality.
Work isn’t your only priority, and we don’t want it to be.
Your family gets to be at the top of your list.
Rarely will you find us in the office after 5 and we’d like you to do the same.
Our client’s best interest is paramount.
If it’s not the best for the client, we don’t do it.
Self- seeking doesn’t work here.
Have fun! Spinning off the adage to work hard, play hard—we have fun—in the office and out of the office.
We don’t take ourselves too seriously either, so bring your sense of humor and maybe a catchy wit.
*To Apply: Submit your resume and cover letter (optional)* _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
_ Job Type: Full-time Pay: $40,000.
00 - $60,000.
00 per year Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Paid time off * Vision insurance Schedule: * Monday to Friday Work Location: In person