Client Tax Service Officer - Assistant Vice President
Miami, Florida, United States
$82k-$122k/yrHybridFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5-8 years experience; client-facing with tax documentation (W-9/W-8/FATCA) knowledge; strong communication, analytical, process improvement, and leadership skills; advanced Excel and Microsoft Office proficiency; Bachelor's degree or equivalent.
Microsoft Word, Microsoft PowerPoint, Visio, Microsoft Excel
Preservation of Affordable Housing: Nonprofit developer and operator of affordable rental housing communities.
Experience with government-assisted/subsidized housing, tax credit or occupancy certification, leasing/occupancy certification processing, Yardi and Microsoft Office familiarity, and strong communication skills; bilingual Spanish required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Yardi
Mr. Greens: A wholesale distributor of fresh produce and specialty food products.
3+ YOEBachelor's degree in accounting, finance, or related field; 3 years of accounting or finance experience; knowledge of accounting principles, tax laws, financial analysis, controls, audits, and accounting software.
Microsoft Office Suite, Enterprise Resource Planning (ERP)
Ascend Together: Platform providing capital and resources to regional accounting firms.
Provide administrative support, process e-filed tax returns, manage documents in SharePoint and GoFileRoom, handle calls, and maintain confidential client relationships; strong communication and Microsoft Office skills required.
SharePoint, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Cherry Bekaert: Provides accounting, tax, and business advisory services to organizations.
1+ YOEMinimum 1 year administrative experience; advanced proficiency in Adobe Acrobat and Microsoft Office (Word, Excel, Outlook); strong communication, confidentiality, prioritization, and multitasking skills for tax-season support.
Adobe Acrobat, GoFileRoom, Microsoft Word, Microsoft Excel, Microsoft Outlook
Carlton Fields: Full-service law firm providing legal representation and litigation services.
3+ YOE3+ years legal administrative experience supporting attorneys in transactions, tax, and probate; fluency in English and Spanish; strong organization, discretion, and communication; proficiency with Microsoft Word, Excel, Outlook and document management; iManage preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, electronic document management systems, iManage
Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant)
Miami, Florida, United States
OnsiteFull Time
Fox Rothschild: National law firm providing comprehensive legal services.
3+ YOE3+ years law firm or legal department experience; associate degree preferred; strong calendaring, drafting, proofreading, confidentiality, 60+ wpm keyboarding, and intermediate MS Office skills.