Administrative Operations Coordinator

Reports To | Supervisor

Director of Tax Operations

Direct Reports | Supervisory Responsibility

None

Summary of Job Function

The position is for a positive, energetic, self-driven individual who is for supporting day to day activities of our internal and external clients.

Essential Job Duties

Essential functions are the basic job duties that an employee must be able to perform, with or without reasonable accommodation.

• Preparation of internal and external client communications.
• Report analysis.
• Meet day to day internal and external client deadlines.
• Supporting the internal and external clients.

Job Duties

• Intellectual curiosity of our technology and uses critical thinking to solve problems.
• Proofread, edit, and draft, and/or finalize client financial statements, reports, proposals, and engagement letters.
• Prepare communications, such as memos, emails, invoices, reports, and other correspondence.
• Performing administrative tasks, such as billing, processing tax returns and creating client portals
• Report analysis - using various software programs run weekly reports, for different service lines; analyze data for accuracy.
• Special project work as requested; may include cross-functional interaction with various team members.
• Anticipate and respond to requests by team members for involvement in processes and procedures.
• Work in a collaborative team environment as well as being self-motivated.

Required Qualifications:

• High School Diploma.
• Experience in administrations or relevant field.

Additional Qualifications/Skills/Abilities

• Proficient in Microsoft Office Products.
• Strong written and verbal communication skills.
• Excellent organizational and time management skills.
• Keen attention to detail.
• Problem-solving and basic troubleshooting skills.
• Comfortable in a fast-paced environment.
• Proficient in Firm technology and a paperless environment.
• Be flexible to manage a heavier workload and multiple client projects especially during busy seasons

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

This job is performed in an office setting, indoors, and at times travel to firm locations is required.

Special Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. A reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Dexterity of hands and fingers to operate a computer keyboard, mouse, and other machines.
• While performing the duties of this Job, the employee is regularly required to stand and walk.
• Talk or hear.
• The employee is occasionally required to sit.
• Overtime may be required to meet project deadlines.

Service Line: Internal, Professional Support Team

Function: Administrative

FLSA Status: Non-Exempt

Location: Chestnut Hill, MA, Woburn MA

Employment Type: Entry-Level

Degree Required: No, active enrollment within a degree only.

Direct Reports/Supervisory Responsibility: None

Travel: Occasionally between LGA offices