Administrative Assistant - Tax Department

Description

Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty.  Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a wide scope of services, expertise, and research, while intimately focusing on each client’s unique circumstances.

The Tax Administrative Assistant is a full time position, requiring overtime, that provides administrative and clerical support to the Tax Administrators as well as the Tax Department as a whole. 

Primary responsibilities include

• General administrative functions (scanning, faxing and copying)
• Filing of tax materials, brokerage statements and client files 
• Scanning of efile authorization forms, tax returns and other tax documents
• Email weekly/bi-monthly tax publications to Tax Department
• Setup of client files when new tax information is received
• Prepare correspondence; faxes and any back up information from tax files
• File loose documents into client tax files. 
• Prepare next year tax files
• Provide administrative and tracking support during busy tax seasons
• Prepare FedEx and certified USPS mailings
• Manage organization and cleanliness of the file room 

Qualifications

Minimum Required:

• Excellent computer skills – Microsoft 365 and Adobe (edit pdf's), with the ability to learn new programs
• Must be highly organized and detail oriented                                                                                                           
• Strong ability to follow instructions                                                                                                                             
• A demonstrated ability to multi-task and handle competing priorities                                                 
• Ability to work with a team and independently to accomplish department goals, as well as come up with more efficient processes      
• OT required during Spring tax season (2/15 - 4/15)  and possibly in the Fall (Labor Day-10/15)                 
• Restrictions on vacation time during busy tax seasons   

Preferred: 

• Working knowledge of CCH Access tax software and Practice CS (will be trained)
• 2 years prior experience with CPA environment and tax process preferred

Hours & Work Schedule

• Hours per Week: 40
• Work Schedule: M-F, with overtime during busy tax seasons

Pay Transparency 

The salary range for this position is $21-$29 dollars per hour with opportunity to earn overtime.  Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.  We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.