Administrative SpecialistWipfli

The Administrative Specialist position is 100% in person in our South Portland, ME office. Responsibilities: - Prepare and manage client engagement letters and tax documents, including scanning and organizing client organizers. - Process client tax returns using platforms such as SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess. - Log and route incoming client workpapers, create labels and folders, and assist with document pickup and return workflows. - Assist with printing, mailing, scanning, and faxing, and reception tasks as needed. - Provide administrative support to meet deadlines while fostering a collaborative and positive office environment.