Application Notice
We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully - we recommend applying where you envision building your future.
The Firm
Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!
At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll embark on a journey that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size, because at Andersen, we are free from independence-related constraints that may hinder other firms.
But that's not all; we're more than just a company; we're a community that thrives on diversity, inclusivity, and collaboration. Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors. We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams. Bring your ambition, your entrepreneurial spirit, and your burning desire to be the best. Your future mirrors the limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!
The Role
Responsibilities:
- Managing calendars and assisting with coordinating virtual and in-person logistics for client meetings, internal meetings, trainings, and events including room setup, technology setup (Microsoft, Zoom) and support, and preparation (packaging, binding, printing) of materials.
- Assisting with the Client Acceptance Process (CAP) and preparing applicable engagement letters for new clients, and coordinating annual tax compliance engagement letters.
- Performing office administrative duties such as answering phone calls, managing office supplies, restocking kitchen snacks, sorting and scanning mail, filing, faxing, photocopying, and organizing office space.
- Supporting the electronic processing of tax returns and mailing completed tax return packages to clients. Note: Electronic processing involves submitting tax returns through the tax software rather than mailing them.
- Tax returns are prepared and sent to the Client Team Support (CTS) team when ready for electronic submission; CTSAs are not expected to have knowledge of tax law.
- Managing and distributing FedEx/UPS shipments and other ad hoc mailings. Running errands outside the office, including trips to the post office for certified mail, Federal Express, etc.
- Maintaining and securing client files, ensuring accurate updates and detailed logs in Microsoft Excel to track the status and deadlines of client projects, with proactive follow-up to ensure projects are completed on schedule.
The Client Team Support Associates are assigned directly to Managing Directors (MDs) and provide assistance in the following areas:
- Calendaring: Managing schedules and appointments.
- Expense Management (Emburse Enterprise Expense): Handling expense report submissions and management in a timely manner.
- Travel Support: Coordinating and organizing travel logistics.
- Business Development Activities: Supporting client follow-ups, scheduling prospect meetings, and other related tasks.
The Requirements
- Bachelor’s degree preferred.
- Ability to use independent judgment in completing activities on time; must be detail-oriented and operate independently with minimal supervision.
- Positive team player with a “can do” attitude that is eager to learn, has pride in their work, and is willing to go above and beyond to complete the assignment.
- Effective written and oral communication skills.
- Strong attention to detail in areas of spelling, grammar, and phone etiquette.
- Commitment to delivering exceptional client service by responding promptly, anticipating needs, and maintaining professionalism in all interactions.
- MUST have knowledge and working experience with Adobe DC, Microsoft Office (Teams, Word, Excel, Outlook, and PowerPoint), and DocuSign.
- Access to a personal vehicle and a valid driver’s license to accommodate local travel and operational support needs.
- This position requires a minimum of 60% in-office attendance with the expectation to coordinate in-office schedules with the team in advance to ensure adequate operational support and team coverage. Additional in-office attendance may be required based on business needs.
Compensation and Benefits
Our firm offers competitive base compensation, benefits package, and a discretionary employee bonus program for eligible employees based on individual and firm performance metrics per the defined program guidelines.
Salary Range: For individuals hired to work in Metro D.C., the expected hourly rate for this non-exempt role is $28.27 - $40.87 an hour; the actual offer can vary based on employee qualifications. Benefits: Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our firm’s 401(k) plan upon hire. We offer paid time off, beginning at 160 hours annually, and provide twelve paid holidays throughout the calendar year. For a full listing of benefit offerings, please visit https://www.andersen.com/careers/faqs.
Compensation: In addition to competitive base compensation, our firm offers annual discretionary bonuses based on firm and individual performance and other forms of discretionary compensation that would be offered to the hired applicant in addition to their established salary range scale.
Applicants must be currently authorized to work in the United States on a full-time basis upon hire. Andersen will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status).
Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace. We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law. All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law. We provide reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, practices, or observances as required by law.
ANDERSEN TAX LLC NOTICE FOR JOB APPLICANTS
