Job Description

Established in 1983, WilkinGuttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions. WilkinGuttenplan is an independent member of the BDO Alliance USA. At WilkinGuttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.

WG is seeking an experienced Administrative Assistant to join our growing administrative team. In this role, you'll work closely with partners, managers, and staff across our accounting, audit, and tax departments, playing a key part in supporting the firm's daily operations and leadership. Responsibilities will span a wide range of assignments, with a primary focus on accounting support, communication, and day-to-day office management. We're looking for a well-rounded professional with strong interpersonal, communication, and organizational skills.

Responsibilities

• E-Filing & qualifying of tax returns/tax related workflows.
• Take charge of the annual rollover of tax locators.
• Assemble and process tax returns for both electronic and hard copy delivery to clients.
• Compose, maintain and update client engagement letters.
• Arrange spreadsheets and miscellaneous reports as requested.
• Assist with drafting new client forms.
• Assist with tax workflow tracking and act as a liaison for tax staff to ensure these are addressed & meet deadlines.
• Assist the CIRA Department as needed for administrative tasks (such e-filing and workflow processing).
• Draft Power of Attorney, Installment Agreements, etc.
• Process 1099’s.
• Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
• Manage GoFileRoom (GFR) tax workflows, rollovers, and tracking to meet critical deadlines.
• Collaborate with the administrative team to ensure daily workflow is being effectively handled.
• Diligently review and notarize documents (Notary not mandatory but would be a bonus).
• Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc.

Requirements

• Minimum 3+ years of administrative experience.
• CPA or professional services firm experience preferred.
• Must be flexible with hours and available to work some overtime as needed.
• Mandatory 2 day in office work week (More as needed during busy season).
• Overtime hours may be required during busy season (January through April including some Saturdays, depending on workflow as well as September & October major deadlines).
• Strong attention to detail, proofreading, and problem-solving skills.
• Ability to prioritize multiple assignments, manage interruptions, and shift priorities with ease.
• Ability to maintain a professional demeaner in a fast-paced, deadline-oriented environment.
• Ability to exercise complete confidentiality while working with sensitive information.
• Energetic team player with a positive attitude.
• Proficient in the use of Microsoft Word, Excel, Outlook and Adobe; Go File Room, CCH, GoTax a plus.

Benefits

Why us?

• We offer a unique culture that emphasizes and values work/life balance including remote work flexibility!
• We offer a competitive salary and benefits package, including Unlimited Work Options, Unlimited PTO, Medical, Dental, Vision, 401(k), Summer Fridays, and much more! For more information on our offerings please visit our website.
• Our collaborative work environment is strongly committed to your professional growth and success.
• We have an extensive Coaching Program designed to prepare you for a life in a dynamic CPA firm.
• We have a track record of ranking in the Best Place to Work NJ for the past twenty-one years and have won several other awards including #1 in Vault’s Top 3 Internships, Best Firms for Young Accountants, Best Accounting Firms To Work For, and many more!
• The estimated salary for this position is $55,000 - $68,000. Individual salaries are determined through multiple factors permitted by law including but not limited to experience, education, licensure/certification, knowledge, skills and qualifications. WG also offers a comprehensive benefits package and performance award (bonus) eligibility where you’ll be recognized and rewarded based on your performance.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required.

We believe in equal opportunity:

Wilkin & Guttenplan P.C. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, national origin, disability, sexual orientation or protected veteran status, or any other characteristic protected by federal, state or local law.