Company Description
LIC Tax is a family-owned tax and accounting firm that works with various industries and specializes in helping business owners reach financial freedom. Our mission is to save business owners time and money by automating their accounting system so they can profit more with less work.
Role Description
This is a full-time on-site role located in Long Island City, Queens, NY we are looking for a Tax Admin Wizard with experience working with a tax and accounting office to help us with our firm's administrative responsibilities. Our ideal candidate has the heart of a teacher and is open to learning different parts of the business. The position has the potential for growth. The Tax Admin Wizard will provide support to the team and perform clerical tasks, such as answering phone calls, managing schedules, and conducting data entry. The Tax Admin Wizard will also assist with customer service and ensure the smooth running of daily operations.
Key Responsibilities
- Manage phone calls and daily correspondence (email, mail, letters, etc.)
- Schedule appointments for Senior Accountant
- Maintain and file accounting records and other related documents
- Manage payroll processing for clients using Gusto and ADP
- Assist with Business and Individual Tax Preparation
- Send client documents to be signed and ensure they are filed in the client's folder
- Assist our clients and staff with the onboarding process
- Appropriately communicates difficult situations encountered on engagements to supervisor.
- Performs thorough self-review of all work before submission to supervisor
- Proactively demonstrates a willingness to learn and attain remarkable knowledge continually; looks to build a technical skill base
- Grasps concepts quickly and demonstrates knowledge of essential technical skills, as well as related knowledge of necessary systems and procedures
- Makes well-thought-out decisions and considers all facts before making conclusions
- Asks appropriate questions and requests supervision when in need of assistance
- Responds timely and accurately to internal team and client requests
Qualifications
- 2+ years in relevant administrative position (Tax office experience is preferred but not required)
- Excellent Phone Etiquette and Communication skills
- Ability to manage multiple tasks and prioritize work effectively
- Attention to detail and High level of accuracy
- Proficient in Microsoft Office and familiar with office equipment such as printers and copiers
- Associate's or Bachelor's degree in Accounting or related field is preferred.
Requirements
- Strong experience with Calendly, Zoom, Zapier, CRM, Tax Dome, Tax Software
- Intermediate to Advanced level in Excel
- Superior organization skills and dedication to completing projects under deadline.
- Detail-oriented and comfortable working independently & with a team
- Fluent in English and Spanish
