What's the role. Our Seasonal Client Success / Customer Service Representative will serve as the front desk and first point of contact for our Black Earth office during tax season. This individual will greet clients, answer phones, and provide administrative and light tax-related support to our partners and staff. This role is a key brand ambassador for the firm, delivering a welcoming and professional experience with every client interaction. Re...
What's the role. Our Seasonal Client Success / Customer Service Representative will serve as the front desk and first point of contact for our Black Earth office during tax season. This individual will greet clients, answer phones, and provide administrative and light tax-related support to our partners and staff. This role is a key brand ambassador for the firm, delivering a welcoming and professional experience with every client interaction. Re...
What's the role. Our Document Managers provide administrative assistance to internal team members and clients by collecting, processing, and preparing documents for tax returns and other projects. This includes. Providing administrative support including organizing, scanning, filing, assembling, and delivering paperwork for clients. Maintain accurate client records and update systems accordingly with changes. Support workflow of projects includin...
What's the role. Title IV Compliance Auditors are responsible for ensuring both students and institutions comply with federal financial aid regulations. This includes. Determining students' eligibility to receive Title IV funds, including Federal Pell Grants, FSEOG, FWS, and Direct Loans (Subsidized, Unsubsidized, PLUS). Determining institutions' eligibility to receive and administer Title IV funds, including program eligibility, accreditation, a...
What's the role. Audit / Assurance Managers are responsible for managing client relationships while auditing their financial records for compliance to generally accepted accounting rules and standards. This includes. Analyzing client financial records to identify potential accounting issues and performing research to present proposed solutions. Training, mentoring and managing team members in audit processes. Building new and strengthening existi...
What's the role. Audit / Assurance Managers are responsible for managing client relationships while auditing their financial records for compliance to generally accepted accounting rules and standards. This includes. Analyzing client financial records to identify potential accounting issues and performing research to present proposed solutions. Training, mentoring and managing team members in audit processes. Building new and strengthening existi...
What's the role. Our Client Accounting Services (CAS) Supervisors are a key part of the CAS team, working with clients to provide support for bookkeeping, payroll, and QuickBooks, always ensuring compliance with GAAP and related tax rules and regulations. This includes. Providing full charge bookkeeping services to multiple clients using QuickBooks. Processing payrolls, including direct deposits, and generating monthly/quarterly/year-end statemen...
