Full Job Description
Position Summary: This position is fundamental to the operations for the specified office. Production staff must be proactive, show initiative, possess strong communication and multitasking abilities. Must also be a problem solver, able to prioritize and anticipate any staff or client request. Will be fully trained in all production duties to allow for an outstanding client experience.Key Responsibilities: Answer calls and field client inquiries to appropriate staffMaintain tax manager’s calendars and call for appointment remindersDraft formal letters, create POA’s and other forms when requested with great detailIn-take of client documents (physical and electronic) – organize and routeDeliver completed work to client, review with client and get signed forms as neededReview and update client’s outstanding A/R balances or collections statusNew client setup in software and delivery new client packageUpdate and maintain client family and contact information across all softwareRun weekly and monthly reports for tax due datesFollow up on signature pages to complete tax fillings, ex: Form 8879’sAssembly and delivery of tax returns, extensions and other client bundlesOversee office supplies and purchasesOrganize and complete semi-weekly deposits and credit card payments timelyMonth end invoicing, delivery and follow upDesired Knowledge, Skills and Abilities: Time Management: the ability to organize and manage multiple priorities.Excellent communication skills (both verbal & written)Interpersonal skills: relationship builder, empathetic and intuitive nature, articulate and professional.Problem solver: work independently or within a team to get answers and keep projects moving forwardEye for efficiency: always looking for ways to improve processes and client experienceExperience with CCH Tax software is desirableMaintain confidentiality of client informationQualifications: Bachelor’s degree strongly preferred4+ years working in a professional office settingPreferred experience working in a tax or accounting office and knowledgeable about industryMust be tech savvy as we work with several software platforms in and outside the departmentPhysical Demands & Work Environment: Position involves sitting, standing, and movement throughout the day in an office setting.Overtime is required during deadlines.Some travel may be required (local and out of state).Job Type: Full-timePay: ₹400,000.00 – ₹600,000.00 per yearSchedule:Flexible shift
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