Administrative Assistant (Tax) - Stamford

Winter Park Recruiting is a leading recruitment agency focused on connecting exceptional talent with companies that value growth, integrity, and a thriving work environment. We specialize in placing high quality candidates across various industries, helping organizations build high-performing teams. We believe in personalized, strategic recruitment solutions that align with our clients' unique needs and cultures.

We are currently seeking an Administrative Assistant in the Stamford, CT area. This is a fully in-office role.

ROLES AND RESPONSIBILITIES:

• Supports tax specific software, tools, and applications
• Busy season – Preparing, making changes, and Finalizing SOW's
• Creating SOWS -Upload unsigned and signed ATS/SOWs in UserVerse /Agiloft
• Upload 8879's in UserVerse
• E-Filing in GoRS and Client
• Update DDT (confirm all signed TCC, SOW, E-file authorizations/acceptance, tax return is in UserVerse prior to complete)
• Update UserVerse workflows as needed
• Creating/changing/updating info system (contacts, billing authority/specialist, renewals)
• New Client set-up
• Checking payment information/details
• Checking the Pools in UserVerse
• CRM
• Back-up front desk coverage
• Answer/ Transfer incoming calls
• Create UPS or FedEx Labels for outgoing packages – Certified Mail
• Check the conference room calendar making sure we have everything we need before a meeting.
• Be knowledgeable with placing catering orders for lunch
• Event setup/breakdown as needed
• Correspondence Assistance
• Expenses

KNOWLEDGE, SKILLS, AND ABILITIES:

• High School diploma, GED or equivalent required
• Three (3) or more years of administrative experience required.
• Must have LEGAL or TAX/ACCOUNTING experience.
• Advanced level of proficiency Microsoft Office Suite, required
• Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail
• Advanced or expert in computer skills: Word, Excel, Outlook, PowerPoint. Experience in Peoplesoft database recommended.
• Excellent written and oral communication skills include superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients.
• Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations
• Consistently seeks to improve processes
• Excellent organizational skills and detail oriented that enable efficient and effective multi-tasking.
• Capable of managing highly confidential information.
• Ability to work well with all levels of management as well as outside external clients
• Team player who is willing to help out as needed

Winter Park Recruiting is an Equal Opportunity Employer. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.