Aprio24d ago

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Seasonal Tax Administrator

United States·AtlantaRemoteSeasonalmid

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Quick Summary

Overview

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,

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Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Tax Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Seasonal Office Support Administrator to join their dynamic team.

The Office Support Administrator will provide support to local offices, optimizing efficiency, client experience and quality control. There will be interaction with team members within your local team as well as others outside of the local team at all levels.

This position provides high level administrative support for the Tax Team. We are looking for an experienced individual who is efficient and comfortable being a member of the team. This role will be vitally important to the success of day-to-day operations and organization of the department. The ability to multi-task, while maintaining complex schedules is essential in this position. The ideal candidate is resourceful, an excellent problem solver and very organized. Assuring completion of projects and assignments in a timely manner is key to success in this position. Independent judgment is required to plan, prioritize and organize the diversified workload.

Submit engagement letter requests for new and updated client engagements

Monitor engagement letter status and follow up as needed

Assign client tasks within workflow systems following up as needed

Monitor workflow queues and ensure work is routed to appropriate team members

Pull and distribute workflow reports on a weekly and ad hoc basis

Track tax season uploads and assign client work to appropriate staff members

Support workflow capacity management and job tracking initiatives

Assist clients with TaxCaddy, Suralink, and other document portal access requests

Monitor client document uploads and communicate status updates to engagement teams

Coordinate incoming documents scan and organization of client documents

Email completed returns to clients when requested

Send extension forms and other tax-related documents to clients

Coordinate distribution and return of source documents

Follow up with clients regarding source documents awaiting pickup

Submit lost client tickets and maintain related records

Assist with client maintenance requests and account updates

Support client communication

5+ years Administrative Experience; experience in a Tax Practice is a plus

Technology Savvy

Great interpersonal skills

Skilled at managing upwards

Skillset

Ability to analyze and revise operating practices to improve efficiency

Detail oriented and comfortable working in a fast-paced and time sensitive office environment

Proficiency in multi-tasking and prioritizing using strong problem-solving skills and the ability to self-direct

Aptitude for working with a diverse group of important external clients as well as internal associates at all levels of the organization

Exceptional written and verbal communication skills are necessary

Superior organization skills and dedication to completing projects in a timely manner

Organizes and prioritizes large volumes of information and calls

Acts as the ambassador of the department

Ability to work independently and acts as project manager on special projects

Proofreads for spelling, grammar and formatting, making appropriate changes. Responsible for accuracy and clarity of final copy

Ability to learn quickly and become proficient with Aprio's Windows based applications

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

- Medical, Dental, and Vision Insurance on the first day of employment

- Flexible Spending Account and Dependent Care Account

- 401k with Profit Sharing

- 9+ holidays and discretionary time off structure

- Parental Leave – coverage for both primary and secondary caregivers

- Tuition Assistance Program and CPA support program with cash incentive upon completion

- Discretionary incentive compensation based on firm, group and individual performance

- Incentive compensation related to origination of new client sales

- Top rated wellness program

- Flexible working environment including remote and hybrid options

What’s in it for you:

- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.

- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.

- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.

- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.

- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.

- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.