Operations Associate

POSITION SUMMARY

The Operations Associate is an essential member of the Operations department. Under the supervision of different professionals, Operations Associates perform a variety of tasks, including billing, administrative support for Tax, Audit, and CAS, tax return processing, audit compilation proofing/processing, front desk support, management of inbound calls, and some client communication. THIS IS AN ON-SITE ROLE IN AUSTIN, TEXAS.

ESSENTIAL FUNCTIONS

• Creates and updates due date reports for departments and teams as pertinent deadlines approach.
• Creates, edits, and/or removes new tasks in Workflow software as requested by the Firm leadership.
• Troubleshoots due date report errors and/or provides different or more detailed information when requested.
• Prepares list of clients with outstanding information, and as directed, calls clients to follow up on tax organizers e-filing signature consents for tax returns, and/or other time-sensitive materials.
• Prepares client lists and manages the process, beginning to end, for distributing tax organizers and annual arrangement letters to clients.
• Attends Operations Department and related meetings as assigned. Takes notes and reports any tasks assigned to the Operations Team.
• Attends training as assigned to improve individual proficiencies and knowledge of updates to technology used by the Firm.
• Supports the Project Manager on major updates or rollouts of new and/or existing technology or processes.
• Researches and stays current on updates released for firm related software by completing all mandatory trainings and regularly practicing new skills.
• Manages the electronic delivery, extending, and filing of deliverables year-round.
• PreparesCPE material and works with the necessary Staff to facilitate the event and conduct polling as needed.
• Monitors and completes requests that come in through the Admin staff inbox as assigned.
• Readies client data for workpapers that support the work of the Tax, Audit, or CAS Staff, including the Autoflow process & sending emails to clients with missing information, via the CPA mailbox.
• Responds to ad hoc document requests, including but not limited to POAs, change of address forms and engagement letters.
• Serves as a first point of contact to guests who visit the office, offering them refreshments and ensuring the reserved meeting space is in order.
• Manages certified mail requests and ensures the delivery of certified mail to the Post Office.
• Other duties, as assigned, by the Operations Coordinator or Lead Partner.

SKILLS AND ABILITIES

Education

Associate's degree required; bachelor's degree preferred.

Experience

Two to four years of experience in an Operations or Paraprofessional role, preferably in a public accounting environment. Heavy Excel experience and proven proficiency in BI platforms/data analytics is strongly preferred.

Computer Skills

Proficiency with a Microsoft 365 environment, keyboard, mouse, multiple monitors, laptop computers, copiers, scanners, and printers.

Certificates & Licenses

CompTIA A , Network , Security , Microsoft 365 Certified: Fundamentals, BI Certifications

Other Requirements

Microsoft Office/365 Applications, including Outlook, Word, Excel, Sharepoint, OneDrive, and Teams. Experience with Quickbooks, CCHAxcess, IDEA, CCH Document , Adobe, Depreciation Solutions, and Caseware are preferred.

The compensation for this position is $30.00-$35.00 per hour.

Atchley & Associates is an Equal Opportunity Employer.

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