Administrative Assistant

Administrative Assistant

CAPTRUST is seeking an Administrative Assistant who will provide general support to the Tax Department and Managing Directors with a variety of activities and related tasks. This is a full-time permanent position, working Monday through Thursday from 8 : 30 a.m. 5 : 30 p.m. and Friday from 8 : 30 a.m. 4 : 00 p.m. in our Boston, MA office location.

Responsibilities

Provide support to the Managing Directors and Tax Director in the following areas but not limited to :

• Prepare and distribute tax engagement letters and tax organizers to clients
• Process client tax source documents and scan using CCH Autoflow software program
• Process various types of tax returns using CCH Axcess tax program and deliver tax returns using DocuSign program
• Process, scan, mail and track estimated tax payment filings including online filing
• Actively monitor and download incoming K-1's
• Process and distribute client K-1's
• Receive, monitor and distribute taxing authority communications
• Monitor e-File acceptance and file accordingly
• Maintain multiple tax filing compliance logs

Other Administrative Responsibilities :

Qualifications

Minimum Qualifications :

Desired Qualifications / Skills :

What can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include :

Where will you be working?

One Liberty Square, 13th Floor | Boston, MA

Due to the nature of the role, this is not a remote or work from home position.

How do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a burning need to improve continuously. Simply put : the difference at CAPTRUST is the quality of our people and the depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics :

EEO / Diversity Statement :

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws.

This position will remain open until filled.