What are the responsibilities and job description for the Administrative Assistant position at Rosen, Sapperstein & Friedlander, LLC?
Rosen, Sapperstein & Friedlander, LLC (RS&F) is a fast-growing regional business consulting, accounting, auditing, and tax firm with offices in Towson, and Columbia, Maryland. As one of the Top 20 firms in our region, our team of professionals assist clients in charting a course for success and serves as their trusted advisor.
An Administrative Assistant (Back Office) aids in the coordination and execution of department production, administrative support functions, and maintains their own firm-related responsibilities. Their customers include external clients as well as internal team members. Individuals in this role are expected to be client service oriented in all aspects of their job and work as a team.
Learn and Leverage Software and Administrative Processes
- Produce and distribute client organizers / document requests
- Create and manage workflow and projects to insure timely filing
- Production reporting
- Act as champion for administrative processes and software
- Work with IT to maintain integrity of information and client data for roll forward and client portals
Processing Client Deliverables
- Generating and/or processing templates
- Format financial statements, draft packages, and related correspondence
- Reconcile and process client documents
- Process tax extensions, tax returns and e-filing
- Execute lock-down process
Works with Team Leaders & Department Heads to Maintain Compliance
- Drive Annual PTIN renewals for professional staff
- Assist with document reconciliation for Peer Reviews
- Updating, as needed, compliance due dates and deliverables
- Execute year-end clean up processes
Requirements
- Experience in an accounting or law firm preferred
- Proficient typist (40> wpm) with excellent written and verbal communication skills
- Working knowledge of tax and/or business software as needed
- Results oriented problem solver with ability to multi-task and meet deadlines
- Proficient in Microsoft Suite specifically, Outlook, Word, Excel and PowerPoint
- Ability to use office equipment, including but not limited to a computer, copier, and telephones as well as related software programs
Benefits
• Paid Time Off
• RELAX Half Day Fridays in the summer
• Retirement Plan (401 (k) Profit Sharing)
• Employer Paid Disability
• Paid Family Leave
RS&F provides equal employment opportunities to all team members and applicants for employment without regard to race, color, ancestry, national origin, gender, sexual orientation, marital status, religion, age, disability, gender identity, results of genetic testing, service in the military, or any other status protected by federal, state, or local laws. We are committed to complying with all federal, state, and local laws and all other employment laws and regulations. RS&F is dedicated to the fulfillment of this policy in regard to all terms and conditions of employment, including but not limited to hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
Salary : $40,000 - $50,000