Referral Details:

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience.

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit

Responsibilities:

Our Senior Administrative Specialist can work either in person or in a hybrid environment.

Responsibilities: 

- Prepare client engagement letters

- Organize and scan client organizers and tax documents

- Participate in the Tax Caddy project team

- Process client tax returns using a variety of software, including SafeSendReturns, Sharefile, Tax Caddy, and CCH Axcess.

- Assist with answering incoming calls

- Assist Receptionist with front desk duties (answer phones, distribute mail, set up FedEx shipments, set up courier deliveries, greet clients, etc.

- Provide administrative support to ensure deadlines are met, while maintaining a positive, collaborative work environment

Knowledge, Skills and Abilities:

Qualifications:

- Five+ years of administrative experience with a high school education or 3+ years of job related experience with an Associate Degree

- Experience with front line customer contact

- Experience in a professional service work environment preferred

- Proficient in Word, Outlook, and Excel, knowledge of tax preparation software and Microsoft Teams is a plus

- Requires clear, concise verbal and written communication skills, and accurate grammar usage

- Ability to plan, prioritize, and organize work effectively while balancing many projects simultaneously

- Ability to work flexibly under pressure and time deadlines, with great attention to detail 

Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. 

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at (url removed)

#LI-hybrid #LI-CS1