Position Summary:
Performs administrative and paraprofessional work assisting several Directors; general office functions; performs related work as required. Will have significant interaction with firm clients and will function as client “relationship manager”.
Essential Job Functions:

• Obtains, from clients and/or firm team members, client & firm confidential data.
• Utilize organizational skills and high level of detail to electronically file documents received.
• Receives electronic and hard copy information and scanning, filing as appropriate.
• Handles parts of the relationship and most administrated functions of onboarding new firm clients.
• Maintain passwords and log-in credentials to obtain authorized client data from outside parties.
• Meets deadlines to match client and firm expectations for timely delivery of service.
• Ensures client data is collected in a timely manner to comply with filing requirements.
• Monitors due dates for all team income tax filings.
• Seeks advice regarding issues and challenges relating to tax compliance.
• Identifies missing items to prepare income tax returns & other related engagement items.
• Organizes data and/or prepares & releases federal and various state income tax return extensions.
• Prepares certain tax forms (i.e. power of attorney forms and other).
• Handles regular correspondence with clients as delegated by Directors and other firm team members.
• Interacts and communicates with other firm teams and personnel, firm clients, prospects & other 3rd parties to assist when needed.
• Performs bookkeeping, journal entry posting, and report running using QuickBooks, excel and other similar software.
• Adapt to changing technology & software.
• Schedules appointments and keeps appointment calendars for multiple team members using Microsoft Outlook.
• Prepares responses to client income tax notices received from the IRS and other government body agencies.
• Arranges for meetings and conferences and may take notes.
• Receives, reads and routes incoming mail to Director.
• Composes routine correspondence.
• Helps management of Director incoming emails as requested.
• Maintains files of correspondence and other records.
• Maintains control files/task lists for matters in progress.
• Enters Director’s time and expenses into appropriate system.
• Prepares monthly billing invoices and account statements for each assigned Director.
• Manages directors accounts receivable and follows up on unpaid client amounts due to the firm.
• Answers phone calls, reviews emails and other internal & external communication; answers questions or routes to appropriate team members.
• Performs other duties as assigned.

Job Type: Full-time

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