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Tax Administrative Assistant - (FT Temporary)

Location: Wayzata
Posted on: February 25, 2021

Job Description:

CAPTRUST is an investment management-advisory firm headquartered in Raleigh, North Carolina. We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.CAPTRUST operates as one unified practice where the backgrounds and perspectives of all colleagues are collectively leveraged to service our clients beyond expectation. We are building a world class organization "one brick at a time. "Position OverviewWe are seeking a full-time temporary Tax Administrative Assistant to work with a Senior Financial Advisor who oversees the delivery of tax services in the CAPTRUST Wayzata, MN office. The position is responsible for administrative support to the tax team, assisting or performing administrative services for both internal and external clients and working cross functionally as a liaison with the accounting team. The candidate must maintain the highest professional and ethical standards, be well-organized, service- oriented, and capable of performing under tight deadlines. This position is full-time temporary through the current tax season.Job Responsibilities* Provide administrative support for individual tax processing, estimated payment tax processing, and individual extension processing through sorting, scanning, copying, faxing, and data entry* Coordinate tax return assembly and delivery of tax returns including:* Print and assemble tax return* Prepare cover letters/ tax return title page* Track tax return signature pages receipt for e-filing* Prepare envelopes/labels for client deliveries and tax payments* Prepared certified mail slips for tax payments that we mail* Prepare fed ex slips/ Call courier as needed for local delivery* For tax payments made by MN office, make copies, input in salesforce as payment in and payment out* Monitor e-file acceptance/rejects* Greet guests/visitors; maintain office supplies and refreshments* Perform other duties as assignedAre you the next brick?To get it done the "CAPTRUST Way", an individual should exhibit the following characteristics: * Ability to build successful, collaborative, and trusting relationships* Instinctive aptitude for consistently creating accurate, concise, respectful, and easy to understand verbal and written communications conveying complex information* Has a strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues even when faced with challenges* Possess a strong desire to give back to our communities and enrich the lives of those around us* Emulates an other's centered mindset* Applies integrity through maintaining objectivityMinimum Qualifications* High school diploma or general education degree (GED); Associates degree preferred* Proficiency in Word, Excel, PowerPoint, and Outlook* Excellent verbal and written communication skillsDesired Qualifications/Skills* Relevant exposure to accounting, bookkeeping or tax preparation services* Understand the tax business line and client engagements* Relevant exposure to CRM and financial services software* Organized, detail-oriented and able to multitask* Strong work ethic, professional demeanor and client service focus * Ability to demonstrate highest personal ethics, integrity and confidentialityEEO/Diversity StatementAt CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.CAPTRUST is committed to provide employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information or any other status protected by law. CAPTRUST makes all employment decisions without regard to these protected statuses and does not tolerate harassment or discrimination.

Keywords: CAPTRUST, Minneapolis , Tax Administrative Assistant - (FT Temporary), Accounting, Auditing , Wayzata, Minnesota

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