Mercadien ยท 3 hours ago
Administrative Assistant
Hamilton, NJ
Full-time
Hybrid
Entry Level
1+ years expMercadien is a leading and growing regional accounting and advisory firm, and they are seeking an Administrative Assistant to support their Tax Partner Group. The role involves providing exceptional client service, managing partner calendars, and handling various operational tasks to ensure smooth operations within the team.
ConsultingFinancial Services
Responsibilities
Provide a white glove experience for clients, ensuring their needs are met with the highest level of service
Track engagement letter signings and handle client correspondence/POAs
Provide training and assistance for client portals such as TaxCaddy, Box, and SSR
Ensure timely and accurate delivery of client returns
Prepare, write cards, ship, and track all client gifts, including those for new clients, new homes, new babies, or marriages
Manage partner calendars, confirm appointments with clients, link relevant information, and research prospects
Maintain the Tax Team closet, support other Admin Team members as requested, and provide backup support for team overflow
Assist partners with various administrative tasks
Responsible for scanning and organizing client documents
Follow up on 8879 forms to ensure timely completion
Manage client billing and collections processes
Order lunches for client meetings and manage food setup/breakdown for tax client meetings or internal tax team meetings
Provide regular reception coverage as necessary
Assist with other Platinum Team responsibilities as needed
Qualification
Required
High School Diploma
At least one year of general administrative experience
Excellent communication skills
Must be available to work a minimum of 40 hours per work, between the professional hours of 9am and 5pm plus Saturday during busy season
Must possess superior computer skills, knowledge of Microsoft Office programs (Word, Excel and PowerPoint) and must have adequate typing abilities
Must be able to communicate clearly both verbally and in written format. A strong command of the English Language and grammar is necessary
Preferred
Proofreading experience or certification preferred
Benefits
Hybrid policy (2 days in office or at client site)
Highly competitive salaries and bonus programs
Medical, dental, life, and long-term disability insurance
Competitive 401K match
Paid holidays, vacation and sick time
Casual dress code: dress for your day
Mentorship and training opportunities
Internal committees and clubs
Various social gatherings & events
Strong focus on the Mercadien community
Cutting edge technology
Company
Mercadien
Mercadien offers a full spectrum of accounting and advisory services, including traditional audit and financial reporting; federal, multi-state and international tax compliance and planning; compliance oversight, risk assessment and litigation support services; transaction advisory; outsourced accounting and CFO services, management and board consulting, as well as mergers and acquisitions advisory.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Smita Patel, CPA
Controller, Outsourced CFO Advisory Services Group
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