Job description

SUMMARY

Provide high level confidential administrative support to Owner including, but not limited to, client communications, inputting time entry, mail processing, tax return processing and filing, check processing, accounts receivable/billing management and special projects as assigned.

ESSENTIAL FUNCTIONS

• Anticipates Partner daily needs by managing heavy calendar, dates of importance and expected deliverables
• Knowledge of tax forms and deadline dates and tracking status of extensions/returns
• PDF and submit client K1s, tax balance sheets, depreciation schedules, returns and variance documents to requestors (internal and external)
• Mail and track financial documents, including quarterly estimates, payroll taxes, engagement letters, confirmations, representation letters, certioraris, RPIEs, FBARs, annual payroll, 1099s, W2s, and client government payments
• Effectuate a significant amount of verbal and written client communication
• Prepare and mail client billing and ensure allocate payments to proper clients
• Receive, address and advise on client requests and communication per Partner direction
• Prepares new client forms for processing
• Coordinate conference call and in-house meetings with clients
• Coordinate CPE classes and track credits for Owner
• Prepare, format and proof presentation documents for accuracy
• Perform standard clerical duties such as copying, scanning, filing, answering phones
• Willingness to work overtime with little to no notice
• Other support duties as assigned

ESSENTIAL TRAITS

• High level of professionalism, initiative, independence, confidentiality, sense of urgency and dedication to the role
• Impeccable organizational and follow up skills
• Approachable demeanor, positive attitude and present well in person, via phone and email
• Articulate, calm under pressure and adaptable to an ever-changing priority list
• Ability to manage multiple priorities and effectively utilize time
• Strong client service, Word, Outlook and Excel skills and ability to quickly learn proprietary software
• Punctual, effective and results driven
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple tasks and demands
• Tax, time entry and scheduling software knowledge is a plus

College degree strongly preferred

Job Type: Full-time

Experience:

• CPA Firm: 3 years
• Administrative Tax Support: 3 years

Education:

• Associate

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Overtime

Ability to commute/relocate:

• Dallas, TX 75206: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Work Location: In person

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