The Administrative Specialist provides a wide range of administrative support to the Toledo Office. Ability to multi-task and prioritize workload. Ability to take on projects with little supervision and sometimes strict time constraints.


  • Maintains client information in tax software – XCM.
  • Processes tax returns in all software programs the tax department utilizes.
  • Efiles tax returns.
  • Formats correspondence for partners, directors, managers and staff.
  • Enters processing charges for tax returns.
  • Assists with associates’ travel arrangements for work-related trips, e.g. air travel, ground transportation, hotel, etc. and submitting the appropriate documents for credit card reconciliation.
  • Provides phone coverage and front desk duties for the receptionist’s lunch, breaks and vacations.
  • Miscellaneous administrative duties including, but not limited to, answering incoming calls to partners and directors, copying and scanning documents, etc.
  • Assist with financial statement formatting and binding.
  • Assist with assurance confirmations.
  • Assist Office Administrator with day-to-day building and|or maintenance requests.


  • Tracks and reports actual client-related time.
  • Consistently utilizes all firm and department software efficiently.
  • Involvement with internally focused projects to improve procedures by participation in committees, technical training, HR initiatives and other firm related projects.

Practice Growth:

  • Works to identify opportunities to reduce costs within the firm.
  • Provides other services in addition to core administrative services.
  • Demonstrates excellent written and verbal communication skills.

Client Focus:

  • Utilizes appropriate procedures to completion to produce a high quality work product.
  • Demonstrates comprehension of relevant accounting knowledge, technology concepts and other methodologies.
  • Works in collaboration with the other administrative team members to help ensure a consistent and efficient workflow.

Brand Culture/Development:

  • Exemplifies Brand Attributes of the firm.
  • Complies with all policies and procedures of the firm.
  • Demonstrates the ability to work individually or in a team environment and address conflict with peers and superiors.
  • Enhances firm collaboration through interactions with associates from other departments.
  • Consistently seeks feedback from performance manager and focuses on enhancing and developing professional and technical skills.

Work Experience and Education:

  • Three – five years of administrative experience.
  • Strong proficiency in the use of technology and PC applications, specifically, but not limited to, Microsoft applications, e.g. Word, Excel, PowerPoint, Outlook.
  • Ability to multi-task and prioritize workload.
  • Must exhibit attention to detail.
  • Must have excellent written and oral communication skills.

Organizational Relationships:

  • The Administrative Specialist will report directly to a Performance Manager who will provide any necessary guidance relative to administrative issues or work performance through the formal evaluation process.

Special Requirements:

  • Ability to work evenings and weekends based on time of year and client demands.


Job Application Form

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