We are looking for an energetic, forward-thinking individual that will lead the day-to-day operations of our accounting and tax firm. The position demands a strong "client servicing" culture by responding to inquiries timely and completing work to meet various filing deadlines throughout the year. The individual will manage the workflow processes and procedures for all accounting and tax services by organizing, assigning, and recording the inflow and outflow of client documentation. Provide administrative support to the leadership and professional team as needed including drafting correspondence, scheduling appointments, organizing, and maintaining paper and electronic files, and providing information to inquiries.
During tax season, this individual will be responsible for scanning tax documents, assembling tax returns and sending any deliverables to our clients by mail and email. Overtime hours may be required from February to April.
An administrative background in an accounting firm preferred.
Duties include:
- Oversee the workflow and workload for all employees.
- Manage uploading documents to/from the client portals.
- Process tax returns in Ultra Tax CS.
- Manage emails, phones, and client communications continually.
- Respond quickly and accurately to client inquiries and dispatch to proper staff.
- Maintain a proactive vs reactive culture to improve client service, staff satisfaction, and the overall health of the firm.
- Understand how to create, document, and follow processes.
- Maintain office checklists, document management systems, project and due date listings, and office supplies.
- Provide leadership with regular updates of client feedback and needs.
- Work closely with leadership team to ensure engagements begin and end with strong attention to the onboarding process.
- Co-manage client billing by issuing invoices to clients and posting payments to client accounts.
Please upload a complete resume or email to lyn@wojco.com
Job Type:
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Professional development assistance
Schedule:
Education:
Work Location:
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
Experience level:
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Weekly day range:
Work setting:
Work Location: In person