Seasonal CPA Administrative Assistant at Creative Planning in Saint Cloud, Minnesota

Job Description:

JOB SUMMARY
This position is a top contributor to our employer brand by kicking off a world-class experience for clients and guests when they arrive. In addition, you will provide general office support with a variety of clerical activities and related tasks including answering the phone, formatting, proofing, binding, copying, scanning, filing, mailing, and creating PDFs. This position is seen as a go-to support function for the entire office and will accordingly, work on a variety of tasks (e.g. scheduling and general administrative support for leadership) all while representing our core values that makes us who we are!

JOB DUTIES
Receive client tax documents via mail & electronic deliveryFind and add Creative Planning wealth management tax documents, MLP K-1s, and other client information as neededSort information to prepare for scanning in CCHContact clients with status update of tax or audit information.Scan client documents into CPA systems.Outgoing mail processing, including UPS overnight shipmentsProcess & assemble tax returns that are ready to be delivered to clientsProof client deliverables as neededReceive mail and file, sort, and distribute mailReceives e-file authorization forms and releases returns to IRS & StatesAssist with various projects and other duties as assigned.Answer incoming calls and assume receptionist duties when needed, i.e. lunch coverage rotationSchedule appointmentsGreeting clients & visitors

REQUIRED EXPERIENCE / QUALIFICATIONS
High School diploma2 years of experience in an administrative position or support roleMulti-task, problem solve, and complete all assigned dutiesStrong written and verbal communication; excellent interpersonal skillsUtilizes office machines such as computers, copier/scanner, printers, and calculatorsOrganized and detail oriented; able to maintain records and filesAble to conduct themselves in a professional manner with clients and internal staffAbility to produce high quality work; able to maintain confidentiality at all timesStrong understanding of Microsoft Office suite