Tronconi Segarra & Associates · 1 day ago
Tax Administrative Specialist
Buffalo, NY
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $65K/yrAscend is a transformative platform for accounting firms, and they are seeking a Tax Administrative Specialist to support the operational and administrative needs of the Tax Practice Area at Tronconi Segarra & Associates. This role involves assisting with client onboarding, document management, scheduling, and billing coordination to ensure exceptional client service and smooth workflow execution.
ConsultingFinancial Services
Responsibilities
Support client onboarding for the Tax Practice, ensuring accurate setup in CCH Axcess with complete required fields (e.g., email, engagement details)
Help with document collection, upfronting, scanning, and final delivery of tax engagements
Coordinate sign-off and delivery processes for client deliverables
Assist tax professionals with client account management, document preparation, and client communications
Support scheduling and coordination of client meetings, ensuring all necessary documentation is prepared in advance
Manage client inquiries and provide timely responses to maintain client satisfaction
Support client meeting preparation and ad-hoc engagement needs
Ensure timely delivery of tax returns via Safesend, binding, mail, and e-filing
Perform general administrative duties, including data entry, filing, scanning, and backup receptionist coverage during breaks
Support the Practice Area Manager in departmental initiatives and priorities
Organize and maintain accurate client records in firm systems
Support data collection, document scanning, and client follow-ups for tax engagements
Qualification
Required
High school diploma or Associate's - Bachelor's degree in Finance, Accounting, Business Administration, or related field
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong organizational skills and attention to detail
Excellent verbal and written communication skills
Ability to work independently and as part of a team
Professional demeanor and high level of integrity
Preferred
Experience in a Certified Public Accounting or tax preparation environment
Familiarity with Practice Management Systems (e.g., CCH Axcess)
Strong problem-solving skills and ability to manage multiple priorities
Company
Tronconi Segarra & Associates
Tronconi Segarra & Associates is committed to delivering confidence to our clients.
Founded in 1985
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-06-30Acquired
Leadership Team
Alec Marotto, CPA/ABV
Partner
Andrew J. Toth, CPA
Partner
Recent News
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2025-03-17
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