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Administrative Assistant
Tax Practice
Updated on 3/21/2023
Locations
Santa Monica, CA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Customer Service
Salesforce
PowerPoint/Keynote/Slides
Communications
Requirements
  • Possess excellent verbal and written communication skills, including ability to proofread for errors
  • Proficient skills in MS Office programs (Word, Excel, Outlook, PowerPoint)
  • Experience in CCH Axcess Tax preferable but not required
  • Must be organized, have strong attention to detail, with a commitment to high quality work and great at problem solving
  • Excellent interpersonal, collaboration and communication skills
  • Ability to work in a fast-paced environment: multi-task, prioritize requests, accommodate competing demands, manage priorities to meet deadlines, utilize proactive customer service and communication skills
  • Experience with DocuSign, Salesforce or similar CRM software preferred
Responsibilities
  • Provide administrative support to Partners, Directors, Managers, and Staff in the Tax in the tax department
  • Serve as a tax processor by helping to assemble tax returns and extensions
  • Provide various duties such as, prepare and track correspondence including annual engagement letters, printing, scanning and copying of documents, scheduling of internal and external meetings
  • Must be able to juggle and meet multiple deadlines
  • Other various projects (i.e. presentations) as necessary
  • Overtime may be required during peak season, which could include some evenings and weekends
  • This position is an in-office position. Office hours are Monday - Friday, 8:30am - 5:30pm (with some flexibility)
BPM LLP

501-1,000 employees

Public accounting & advisory firm
Company Overview
BPM’s mission is to provide modern solutions to businesses across the globe. The company focuses on comprehensive assurance, tax, and consulting services for clients, and provides people and communities with the resources to lead meaningful and purposeful lives.
Company Core Values
  • People
  • Being our best
  • Growing stronger