Administrative Specialist

Administrative Specialist

Overview At Wipfli, people count. At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Responsibilities The Administrative Specialist position is 100% in person in our South Portland, ME office. Responsibilities include :

• Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers.
• Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.
• Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows.
• Assist with printing, mailing, scanning, and faxing, and reception tasks as needed.
• Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.

Knowledge, Skills and Abilities Qualifications :

Carly Seidl, from our recruiting team, will be guiding you through this process.