Job description

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:

• 2 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

Job Type: Full-time

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)

Work Location: Hybrid remote in Palm Beach Gardens, FL 33410