Administrative Assistant (Accounting and Tax Department)

Summary:

Provides general administrative and tax support to the CFO Group and Corporate Accounting.

Essential Duties & Responsibilities include the following. Other duties may be assigned.

• Anticipate and respond to customer needs demonstrating professionalism, courtesy, and sensitivity in all contacts.
• Open, log and distribute mail and other correspondence to the appropriate parties within established timeframes.
• Prepare certified mailings and track mailing and e-filing confirmations.
• Be responsible for accurate and timely coding and processing of invoices in accounting system.
• Process tax payments via check, EFT or on-line; coordinate with Accounting/Treasury teams.
• Accurately prepare and track audit and tax timelines, status of audit and tax billings and payments, and status of tax notices within established timeframes.
• Scan, file, maintain and compile financial statement and tax documents in an organized and current manner with appropriate safeguarding of confidential or proprietary information.
• Prepare correspondence and proofread and format documents.
• Send periodic departmentwide communications regarding accounting/tax deadlines and instructions.
• Make phone calls to taxing authorities and vendors.
• Occasionally schedule meetings with internal and external participants in a timely manner.
• Assist with preparation of 1099s and review and tracking of investor withholding documents.
• Produce and update entity organization charts.
• Circulate documents for physical or electronic signature.
• Coordinate with other departments to track federal, state and local tax IDs, business registrations and investor tax information.
• Occasionally prepare accurate and complete expense reports in a timely manner.
• May assist with budgeting.
• Assist with planning and coordinating department events.
• Accurately perform data entry within established timeframes.
• Complete assigned projects ensuring high quality deliverables within established timeframes.
• May provide back up to other non-exempt positions. Perform tasks for designated position in an accurate and timely manner during individual's absence.

Non-Essential Duties & Responsibilities: None

Location/Position Specific Responsibilities: None

Supervisory Responsibilities: None

Essential Skills & Qualifications:

• Working knowledge of general office procedures and practices as evidenced by 2 years of experience in a related function.
• Working knowledge of customer services principles and practices as evidenced by 2 years of experience in a related function.
• Basic proficiency with MS Office applications including Word, Excel and Email.
• Demonstrated ability to:
  
  
  
  • Understand legal entity structures and audit and tax processes as ideally evidenced by 2 years of experience in a related position.
  • Handle legal entity names, accounting data and dates with precision.
  • Follow and document procedures; produce accurate results with strong attention to detail.
  • Safeguard confidential and sensitive information.
  • Communicate effectively both orally and in writing, including drafting business correspondence.
  • Read and understand routine tax, legal and insurance correspondence.
  • Work independently and exercise sound judgment in ambiguous situations.
  • Be pro-active and results-oriented with ability to prioritize and seek guidance when needed.
  • Manage and execute multiple projects and tasks for multiple customers within established deadlines.
  • Collaborate with other teams within the group.
  • Adapt effectively to changing circumstances.
  • Maintain professionalism in all aspects of the job, including displaying courtesy and sensitivity in all contacts.
  
  
  
  

Non-Essential Skills & Qualifications: None

Education/Experience:

• High School diploma or general education degree (GED).
• Minimum of 2 years of general office experience, ideally supporting an accounting, tax or legal function.
• Intermediate level of proficiency with MS Office applications (Outlook, Teams, Excel, Word, PowerPoint, SharePoint, Visio), Adobe and DocuSign.
• Experience with Yardi PayScan or other accounts payable system a plus.

Certificates, Licenses, Registrations: None

SEC Compliance:

• As an employee of SRS you will be expected to provide certain services with respect to SRS's affiliate, SIA, which is registered as an investment adviser with the U.S. Securities and Exchange Commission ("SEC"). SIA and certain persons providing services to SIA are expected to be subject to SEC regulation and applicable federal securities laws. Given the nature of your role with SRS and services provided to SIA, you will be required to abide by, and certify your compliance with, SIA's compliance program and the federal securities laws, including, among other requirements, pre-clearance and reporting obligations with respect to personal securities trading, political contributions and other matters.

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working Environment:

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The employee works in an office environment.

Salary Range:

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  $70,000 - $80,000 (Salary range is consistent with what the business reasonably expects to pay a new hire. Actual pay is subject to a number of factors, including geography, experience, education, etc., and is subject to change).