Job description
Responsibilities:
Provide administrative and operational support to the tax and accounting team, ensuring deadlines and filing requirements are met.
Coordinate and manage tax return processing, extensions, client onboarding, engagement letters, document management, electronic filing, and maintenance of client records.
Prepare client invoices, assist with collections, and support workflow coordination across team members.
Serve as a primary point of contact for clients and vendors, handling communications via phone, email, and other channels.
Manage calendars, appointments, correspondence, office supplies, mail processing, and other administrative functions as needed.
Prepare professional correspondence and provide general support to partners, managers, and staff.
Requirements:
Degree in Accounting or Finance (or other related fields), a plus
Proficient with the tax software, CCH Axcess
Motivated, strong work ethic with a positive attitude.
Excellent written and verbal communication skills.
Provide administrative and operational support to the tax and accounting team, ensuring deadlines and filing requirements are met.
Coordinate and manage tax return processing, extensions, client onboarding, engagement letters, document management, electronic filing, and maintenance of client records.
Prepare client invoices, assist with collections, and support workflow coordination across team members.
Serve as a primary point of contact for clients and vendors, handling communications via phone, email, and other channels.
Manage calendars, appointments, correspondence, office supplies, mail processing, and other administrative functions as needed.
Prepare professional correspondence and provide general support to partners, managers, and staff.
Requirements:
Degree in Accounting or Finance (or other related fields), a plus
Proficient with the tax software, CCH Axcess
Motivated, strong work ethic with a positive attitude.
Excellent written and verbal communication skills.
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