Address
Form of workDescription
Responsibilities
Credentials & Experience
Knowledge & Skills
Travel and OT Requirements
Responsibilities
- Assists in organizing and coordinating arrival of client documents with Tax Scheduler so that
- projects can be assigned to Tax Preparers
- Sorts and scans workpapers into CCH Autoflow and routes to Tax Preparer after verification is received
- Prints and assembles tax returns and uploads electronic copies to paperless document storage program
- Transmits documents, such as PDF copies of return, estimated payments, etc. as requested by
- Tax Signer to clients using ShareFile, secured document software
- E-Files tax extensions and tax returns by exporting, releasing, and monitoring progress through Tax E-File Software
- Assists in resolving E-File rejections or issues by contacting Preparer/Signer/Tax Operations Supervisor and ultimately Tax Software vendor
- Confers with clients by telephone to relay pick-up/delivery status of tax returns, and collection of client-signed arrangement letters or E-File authorizations
- Prepares and returns original tax documents to client
- Tax Return due date tracking system reporting and updating for extensions and current return status
- Helps with preparing tax arrangement letters and updating mail merge spreadsheet as directed
- Assists in generating annual Individual Tax Organizers and mails them to clients
- Backup to Houma Office Administrator and Front Desk Team Member
- Assists in preparing correspondence, books travel arrangements, generates check requests, prepares mail, books conference rooms and coordinates meetings for Tax Department
- Maintains tax supplies and orders as needed
- Transmits confidential documents as directed through ShareFile, a secured website
- Backup for answering phones, directing calls appropriately and taking messages
- Completes other administrative duties as assigned to assist with office duties
Credentials & Experience
- Preferred an Associate's Degree or Equivalent from two-year college or technical school
- Minimum of 2- 4 years of experience in a similar role
- Prior experience with a CPA firm is preferred
Knowledge & Skills
- Tax Software Experience
- Experienced in MS Office products (Word, Excel, and Outlook)
- Adobe
- Strong written and verbal communication skills
- Strong organizational skills
- Ability to multitask
- Strong time management skills with the ability to manage constantly changing priorities
- Detail oriented
- Ability to champion standard processes and procedures, by providing or receiving support from other office locations
- Strong sense of urgency
- Ability to work independently and with minimal supervision
- Easily adapts in a fast paced, changing environment
Travel and OT Requirements
- 5-10% Travel Required
- Occasional OT Required during busy season and/or around deadlines
