Tax & Investment Administrative Assistant

Job Description :

Perkins Coie LLP is seeking a detail-oriented Administrative Assistant to support our Investment Accounting and Tax teams. This role is responsible for a variety of administrative tasks that ensure efficient operations and effective communication within the Finance Department and with current and former attorneys.

Essential Functions

Reports to the Investment Accounting Manager for all financial aspects related to internal investment entities including :

• Acting as backup for the Investment Accounting system, CRM and investor portal interactions.
• Managing a high-volume shared mailbox, ensuring all inquiries are promptly addressed, items are routed to the appropriate team member, responses are accurate, and the mailbox is organized to maintain seamless communication, searchability and operational efficiency.
• Organizing, gathering and inputting data for team calendars and trackers.
• Gathering signatures, either wet or through DocuSign, to execute legal documents or validate tax filings, organizing and filing all signed documents.
• Communicating necessary information to current and former attorneys via e-mail and online reporting hubs.
• Monitoring physical mailboxes as well as managing all aspects of outgoing mail, including but not limited to multi-jurisdictional tax filings and communications to partners.
• Saving investment accounting and tax documents received through mail, portals or e-mails to the appropriate file path. Keeping filed documents organized for quick retrieval.
• Accessing portals with banks, outside accounting firms and investments to upload or download necessary documents needed for the Investment Accounting and Tax teams to perform their daily functions.
• Maintaining the Investment Accounting and Tax teams' Keeper login management system.
• Coding outside service provider billings, coding checks received and draft ACH or wire transfers to send for team member review.
• Deposit checks received for the investment entities.
• Developing and maintaining a database of investment contacts. Reach out to investment contacts to gather tax or financial information when necessary.
• Entering data from tax documents received to Excel.
• Perform other duties, as assigned.
• Be present at work during regularly scheduled working hours and as needed in the position, consistent with the firm's attendance expectations.

Specific Skills Required

At Perkins Coie, we look for self-motivated individuals dedicated to providing value and superior service and who have a high degree of integrity and enthusiasm for their work. We have created a company culture based on collaboration, devotion to serving our clients, and mutual respect. Perkins Coie is committed to advancing diversity and inclusion both within the firm and throughout our collective communities.

This position is eligible for an annual discretionary bonus, 401(k) plan, medical, dental, and vision insurance, accrued paid time off plan starting at 20 days annually, personal medical and parental leave, up to 10 paid holidays, and family care benefits.

The compensation range for this role is as follows : Colorado $55,350 to $77,040 annually, Illinois $56,310 to $81,310 annually, Washington state $56,280 to $81,270 annually.

Perkins Coie is an equal opportunities employer and welcomes applications from diverse candidates.

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