Client Tax Administrative Assistant, Asset Manager, Long Island

About The Opportunity

The Client Tax department of an established asset management firm located on Long Island is actively seeking a driven and dynamic individual for a promising opportunity on their staff as an Administrative Assistant. In this role, the Client Tax Administrative Assistant will be responsible for ensuring all tasks are completed in a timely and efficient manner.

COMPANY DESCRIPTION

Asset Management Firm

JOB DESCRIPTION

The Client Tax Administrative Assistant will:
• Distribute department Distribute department mail.
• Process outgoing mail including typing Fed X and Certified Labels
• Collate/mail various trust, foundation and other tax returns, extensions and estimated taxes
• Order checks
• Type cover letters to government agencies as well as attachments to tax returns and spreadsheets

REQUIRED SKILLS
• Proficiency in Microsoft Word
• Polished and professional demeanor
• Demonstrates discretion
• Ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines with efficiency and accuracy
• Excellent attention to detail
• Comfortable working in a fast-paced environment
• Strong communication skills
• Excellent interpersonal skills

Desired Skills
• Proficiency in Microsoft Excel, Prosystem Document and One Source trust registers