Are you highly organized and excellent at follow-through? Are you someone who loves creating an outstanding client experience? Are you a growth-minded individual who wants to work for a company where you can grow your skills while pursuing incredible opportunities for advancement?
If so, we at TRM CPA would love to chat with you about our new Tax Admin position!
Duties include:
Be our "Director of First Impressions" for new clients, by managing new client onboarding, providing client support from start to finish
Input client info into our system and add new work items into workflow software
Make sure client inquiries will be responded to within 24 hours and facilitate communication between clients and account managers
Coordinate and follow up with clients for missing documents to ensure our accounting team works efficiently
Following up on open Accounts Receivable balances
Maintain client database including additions, deletions and changes as needed.
Schedule annual work to meet client needs; Return client records.
Address client tax office correspondence, including forwarding as required.
Update internal forms and systems as needed.
Occasionally process and file tax returns during busy, near-deadline times
Answer all incoming telephone calls and take messages or direct as requested.
Greet all visitors into the office and manage client needs as appropriate.
Provide general client service assistance
Create and print faxes, memos, letters, correspondence, reports and other documents where necessary.
Coordinate the general office environment - keeping the office tidy and supplies stocked, for both the local office and remote team members as needed.
Additional administrative support to the team as needed
Skills:
Positive and happy attitude
Excellent written and verbal communication skills
Willingness to learn, show initiative, and be a positive "team player"
Display a basic knowledge and understanding of a professional office environment
Displays the following attributes: Excellent work ethic, dedication, initiative, proactive, attention to detail, organized
Confident enough to develop client relationships and build rapport with staff, business partners and clients
Requirements:
3+ years of client service experience in a CPA firm or professional environment
CPA Firm experience strongly preferred
Bachelor's Degree
Work in office 3 days a week, remote 2 days a week
Working knowledge of Ignition,Citrix Sharefile, Karbon Workflow, Lacerte and Microsoft Office Suite (Word, Excel, etc.)
Proven experience with a busy multi-line telephone system
Strong client service and communication skills
Detail-oriented and very organized
At TRM CPA we live and breathe our Core Values, and they guide every decision we make (including who we hire!): • Integrity: We do what's right over what is easy. • Ownership: We take initiative and accept responsibility • Humility: We stay humble and open-minded to new ideas • Teamwork: We value people over numbers and believe we can go farther by working together • Positivity: We face challenges with optimism • Excellence: We go above and beyond in all we do • Growth: We push the limits of our abilities and strive to be better every day • Awesomeness: We create fun and a little weirdness
Salary: $50,000.00 - $56,000.00+ per year
Job Type: Full-time
Salary: $50,000.00 - $56,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance
Schedule:
8 hour shift
Supplemental pay types:
Bonus opportunities
Ability to commute/relocate:
Palm Beach Gardens, FL 33410: Reliably commute or planning to relocate before starting work (Required)
Experience:
Customer service: 3 years (Preferred)
Work Location: Hybrid remote in Palm Beach Gardens, FL 33410