McAdams Group, LLC · 5 hours ago
Seasonal Tax Administrative Support Specialist
Memphis, TN
Full-time
Onsite
New Grad, Entry LevelMcAdams Group, LLC is a high-performing wealth management firm dedicated to delivering exceptional financial solutions and personalized service. As a Seasonal Tax Administrative Support team member, you’ll play a vital role during the busy tax season, contributing to a collaborative and client-focused environment.
AdviceAsset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
Assist in communicating with clients to collect necessary documentation and information for tax preparation
Provide excellent customer service by addressing client inquiries and ensuring a positive experience
Organize and maintain client files and documentation in preparation for tax filings
Assist in data entry and verification of client information
Work closely with tax preparers, administrative staff, and other team members to facilitate a streamlined tax preparation process
Provide support to ensure the overall success of the tax season
Perform various administrative tasks, including filing, scanning, and organizing paperwork
Assist in scheduling appointments and managing calendars
Qualification
Required
Excellent organizational and time management skills
Strong attention to detail and accuracy
Effective communication skills, both verbal and written
Ability to work collaboratively in a fast-paced environment
Preferred
Previous administrative experience is preferred
Benefits
Competitive hourly wage
Valuable experience in a tax office setting
Company
McAdams Group, LLC
McAdams Group, LLC has differentiated itself from the competition in numerous ways.
Founded in 1995
11-50 employees
Funding
Current Stage
Early StageRecent News
The Business Journals
2024-12-28
The Business Journals
2024-12-28
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