Administrative Assistant - Hybrid

Established in 1983, Wilkin Guttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions.

Wilkin Guttenplan is an independent member of the BDO Alliance USA. At Wilkin Guttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.

WG is seeking an experienced Administrative Assistant to join our growing administrative team. In this role, you'll work closely with partners, managers, and staff across our accounting, audit, and tax departments, playing a key part in supporting the firm's daily operations and leadership. Responsibilities will span a wide range of assignments, with a primary focus on accounting support, communication, and day-to-day office management.

We re looking for a well-rounded professional with strong interpersonal, communication, and organizational skills.

• E-Filing & qualifying of tax returns/tax related workflows.
• Take charge of the annual rollover of tax locators.
• Assemble and process tax returns for both electronic and hard copy delivery to clients.
• Compose, maintain and update client engagement letters.
• Arrange spreadsheets and miscellaneous reports as requested.
• Assist with drafting new client forms.
• Assist with tax workflow tracking and act as a liaison for tax staff to ensure these are addressed & meet deadlines.
• Assist the CIRA Department as needed for administrative tasks (such e-filing and workflow processing).
• Draft Power of Attorney, Installment Agreements, etc.
• Process 1099 s.
• Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
• Manage Go File Room  (GFR) tax workflows, rollovers, and tracking to meet critical deadlines.
• Collaborate with the administrative team to ensure daily workflow is being effectively handled.
• Diligently review and notarize documents (Notary not mandatory but would be a bonus).
• Assist with various other administrative assignments and special projects as they arise including mailings, faxing, filing, copying, scanning, etc.

Established in 1983, Wilkin Guttenplan is a leading mid-sized accounting and advisory firm in New Jersey and New York City. The Firm serves a multitude of industries, including closely held and middle-market businesses and their owners, high-net worth individuals, real estate, healthcare, international commerce, sports and entertainment, professional practices, technology, non-profit, condominiums and cooperatives, and many more. Areas of expertise include tax, auditing, compilations, reviews, financial statement preparation, business valuations and trust & estate solutions.

Wilkin Guttenplan is an independent member of the BDO Alliance USA. At Wilkin Guttenplan, we strive to ensure we foster an inclusive and flexible environment for all our employees while also assisting them in achieving their unique career goals through our coaching program.

WG is seeking an experienced Administrative Assistant to join our growing administrative team. In this role, you ll work closely with partners, managers, and staff across our accounting, audit, and tax departments, playing a key part in supporting the firm s daily operations and leadership. Responsibilities will span a wide range of assignments, with a primary focus on accounting support, communication, and day-to-day office management.

We re looking for a well-rounded professional with strong interpersonal, communication, and organizational skills.

• E-Filing & qualifying of tax returns/tax related workflows.
• Take charge of the annual rollover of tax locators.
• Assemble and process tax returns for both electronic and hard copy delivery to clients.
• Compose, maintain and update client engagement letters.
• Arrange spreadsheets and miscellaneous reports as requested.
• Assist with drafting new client forms.
• Assist with tax workflow tracking and act as a liaison for tax staff to ensure these are addressed & meet deadlines.
• Assist the CIRA Department as needed for administrative tasks (such e-filing and workflow processing).
• Draft Power of Attorney, Installment Agreements, etc.
• Process 1099 s.
• Assist multiple Partners and Managers with various administrative functions, including client related matters, preparing/editing miscellaneous correspondence, coordinating, and managing calendars and client contacts.
• Manage Go File Room …