Perform administrative duties such as typing/formatting in Microsoft Word, familiarity and experience using Microsoft Outlook, and advanced skills with Microsoft Excel including advanced formatting and use of VLOOKUP and Pivot Tables.
As a member of the administrative team will provide back-up to other administrative employees on answering of phones, using postage machine, scanning, copying, typing, filing, errands such as bank deposits and to post office when necessary.
Handle all firm accounts receivable duties including invoicing clients, generating draft invoices and submitting to partner/manager for approval. Once approved, finalize and post invoices and mail to client.
Make edits to invoices upon request.
Run WIP (work-in-progress) reports and other reports within CCH Axcess and export to either PDF or excel
format upon request.
Produce monthly accounts receivable statements for any open balances.
Perform monthly automatic billing and fixed fee billings.
Maintain prior year fees/invoices in order to assist in drafting current year invoices.
File and maintain copies of all invoices, statements, and checks deposited.
Enter deposits into CCH Axcess.
Maintain Workstream projects within CCH Axcess and keep their status current. Includes updating tax preparer and reviewer assignments and making adjustments to these assignments.
Input updates to projects within CCH Axcess Workstream, including adding new clients and adding new projects. Maintain client information such as address, emails, date acquired, updating inactive clients, etc.
Provide general training on CCH Axcess Workstream software.
E-file tax returns, which includes releasing client returns for e-file after receiving authorization forms back either via mail or e-mail.
Monitor email for e-file authorization forms.
Track released tax returns and monitor for rejections and acceptance.
Scan all e-file authorization forms into CCH Document for future reference.
Perform general administrative duties such as answering phones, posting mail, client scanning, copying, typing, binding documents, and any other tasks assigned by Tax Managers or Partners.
Put in weekly office supply order.
Attend weekly Tax Manager meetings.
During tax season, responsible for return tracking, including updates to preparer/reviewer, monitor tax return status, and tax workflow in general.
Prepare all zero tax due extensions and release e-file extensions.
Other accounts receivable, administrative, and tax duties as assigned.
Bachelor’s degree preferred but not required. Some familiarity with accounting duties preferred, but administrative experience more important.
Prefer someone who has comfort in learning new technology/software, and enjoys mastering these skills.
Intermediate to advanced skills in Microsoft Office software, specifically, Excel, Word, and Outlook. Must be able to export and reformat report formats within Excel. Also create Excel spreadsheets based on
Partner/Manager requests.
CCH Axcess and CCH ProSystems experience preferred, but not required.
Ability to work independently and effectively in a changing, fast-paced environment.
Possess and exude a positive attitude, and ability to multi-task and prioritize tasks effectively.
Possess effective written and oral communications skills, organizational and interpersonal skills.
Familiarity with Adobe Acrobat and PDF format, organizing and combining PDF files as needed.
Ability to handle highly sensitive and confidential information with discretion.

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