Tax Return Processor/Administrative Assistant for Growing Firm

About Our Company

Lally & Co., LLC is a growing, progressive, full service accounting and business advisory firm that specializes in solving and simplifying complex tax and business issues. From our office in the North Hills of Pittsburgh, we serve privately-held businesses and affluent families throughout the nation.

What we offer each of our clients is peace of mind by way of substantial explanations, services, and solutions. We seek dynamic individuals who share our dedication to quality client service. To learn more about us, visit us at www.lallycpas.com

We seek to add a dedicated, motivated, and positive individual to our team to fill the full-time role as a Tax Return Processor/Administrative Assistant within our Administrative Support Group.

Job Benefits

Our commitment to our employees is exceptional and is demonstrated year-round. We offer:

• Reduced work schedule Memorial Day through Labor Day
• Work/Life balance
• Career growth opportunities
• Health and retirement benefits

Essential Duties and Responsibilities (Part Time or Full Time Optional)

We seek to add a motivated and positive individual to our Administrative team to fill the role of Tax Return Processor Administrative Assistant. This position will require strong people-skills as well as communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects in a fast-paced environment with a high level of focus on quality and accuracy in all work products.

Position Summary

• Process electronic or paper copies of client income tax forms utilizing established Firm procedures and processes. This may include binding, assembly and scanning of documents.
• Produce, format, and edit letters, reports, and other documents in Microsoft Office.
• Answer phones and greet client in a professional manner
• Create, edit, and format .pdf files using Adobe Professional.
• Scan and manage a large volume of client source documents.
• Proficient use of our electronic secure delivery services including SmartVault Portal and SafeSend solutions (training provided).
• Utilize tracking systems to ensure all time and materials are recorded, project work and type are tracked, and project instructions and client interactions are fully documented.
• Cross-support to other Firm administrative functions as necessary that will include

Qualifications and Skills

• Two to five years of administrative and project work experience working in professional services and/or consulting firm environment is required. Tax processing experience preferred.
• Intermediate level of expertise in Microsoft Word, Excel, Adobe Professional, Outlook, and web-based applications are required.
• Effective and polished oral and written communication skills, competency in grammar and attention to detail.
• High energy level with excellent interpersonal skills, positive attitude, professional presence, and exceptional customer service.
• Strong project coordination, organizational, and time management skills.
• Ability to function in high stress situations attributed to tight deadlines, and multiple client needs or team needs.
• Desire to leverage technology to solve business problems with ability to guide others on processes.
• Demonstrated proficiency with various software packages, including CCH ProSystem FX or Axcess, and the willingness to learn new technology would be an asset in this position.
• Flexibility in work schedule and availability to work overtime and weekends during peak tax filing periods. Some light lifting, walking, standing, and bending involved.

Job Types: Full-time, Part-time

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Pittsburgh, PA 15237: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Administrative Assistant: 2 years (Preferred)

Work Location: One location

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