Job Information
Wipfli LLP Administrative Specialist - Tax in Denver, Colorado
At Wipfli, people count
Our people are core to everything we do — the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. And we seek feedback openly, from all.
People matter here and they feel it.
And we value curiosity. Curious is more than a personality trait. It’s a way of thinking. Of learning. Of working.
There’s purpose in this wonder. It makes us better. It makes us Wipfli.
If you want to be in an environment where you can make a difference — and make a professional home — Wipfli is the place for you.
Check out our Glassdoor Reviews (https://www.glassdoor.com/Reviews/Wipfli-Reviews-E39271.htm) to hear what people are saying about employment at Wipfli!
Responsibilities:
Create, proof, edit, and correct documents, memos, and letters for Partners and associates, ensuring timeliness.
Coordinate seminars and group presentations, to include handling reservations, travel arrangements, food services, etc. Follow up directly with clients in regard to products and services.
Assist in the assembly of reports, ensuring accuracy and timeliness.
Back up Receptionist and Office Assistant duties as needed.
Assist other administrative staff with overflow work.
Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment.
Produce high quality work in compliance with word processing guidelines and firm standards, including proofreading and report compilations. Follow-up proactively as necessary.
Develop and demonstrate a general knowledge of the firm’s products and services. Communicate proactively with associates and clients. Prioritize deadlines as necessary.
Filing
Preparing workstations for onboarding or termination of firm associates
Processing cash receipts
Entering firm expenses
Handling facsimiles
Ordering/distributing promotional items
Process Tax documents
Maintain research library
Scheduling the use of A/V equipment and ensuring proper set-up and usage
Scheduling conference rooms and handling hospitality arrangements
Administrative processing of client invoices
Processing maintenance reports
Training associates on administrative functions and software
Assisting other associates with overflow work
Qualifications:
Requires a high school diploma or an equivalent combination of eduation and experience
Requires 1-3 years of job-related experience
Requires intermediate knowledge of Microsoft Outlook, Word and basic knowledge or Excel and PowerPoint
Experience with a multi-line telephone system and a variety of office machines is preferred
Experience in a professional services work environment is preferred
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to learn and operate additional software programs
Ability to work with a diverse group of clients and associates while maintaining a positive attitude towards work, the team and the firm
Ability to present a professional appearance and demeanor
Ability to effectively operate a variety of office machines, to include a PC, telephone, copier, fax, etc.
Wipfli supports equal pay for all. In addition, in the State of Colorado, we are committed to equal pay for equal work in accordance with Senate Bill 19-085. The pay range for this role is $18-$27 per hour.
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
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Job LocationsUS-CO-Denver
Job ID2021-3612
CategoryAdministrative
