Project management and main point of contact related to SEC and other engagements.
Prepare fee declarations for US District court, proof tax returns, assemble tax returns, dispatch tax returns, update client/attorney and other stakeholder contact information.
Proof EFTPS payments and communicate to team regarding funds available for each client.
Review and finalize client data sets regarding information return reporting and withholding, communicate required withholding amounts to clients, check for receipt in client trust account of withheld amounts.
Review images of W-8 and W-9 forms for compliance with requirements and enter related data into payment file data sets provided by client.
Perform word processing for tax opinions, tax related client representation and other professional letters.
Talk with state tax agencies regarding set up of new accounts for QSF payments.
Download and file bank and financial statements received from the SEC and from client bankers.
Retrieve mail, log client trust account checks, calendar notices and other mail requiring a response.
Follow up with banks for missing statements in relation to estimated tax payment deadlines.
Publish work product to client through the client portal in GoFileRoom.
Field calls from clerks of courts, regulators, respondents, and other clients regarding status of consolidated financial accounting work product.
Monitor and communicate about due dates in FirmFlow.
Collaborate with team members regarding Monthly/Quarterly Payroll liabilities for clients
3+ years of experience in finance, tax and/or legal environment preferred.
BA or BS degree preferred, but not required.
Excellent client relations, professional communication, and internal customer service skills.
Experience with information return reporting data sets and compliance.
Experience with electronic records management.
Excellent Microsoft Office skills with a focus on complex documents in Word and Excel.
Comfortable working as part of an integrated team, with courts and public agencies.
Experience with GoFileRoom, Firmflow, Ultra Tax, Practice and other accounting industry software.