What are the responsibilities and job description for the Office Administrator / Client Services Coordinator for CPA tax preparation office position at Harper CPA, PLLC?
Job Summary
Looking for an administrative assistant to provide high quality service to our high-quality clients. This role involves managing client communications, coordinating office tasks, and assisting with tax-related processes and answering basic tax related questions that clients have. The ideal candidate is organized, professional, and enjoys working in a client-service environment.
Prior experience working in a CPA/Tax Office is a HUGE plus.
The office workload is very seasonal, with about 30 hours a week between January and April 15th, with some degree of flexibility on when those hours are worked. The rest of the year can be flexible depending on the candidate, with most or all of the summer off, and some hours in the fall leading up to the end of the year.
Key Responsibilities:
- Welcome clients in person and by phone; respond to basic inquiries.
- Coordinate client tasks such as scheduling meetings, handling document drop-offs/pickups, and facilitating tax return signings.
- Organize completed tax returns into client folders, prepare mailing packages, and set up payment envelopes for tax agencies.
- Manage client correspondence, including annual mailings (tax organizers, engagement letters, 1099 letters, holiday cards).
- Manage electronic filing process of completed and signed tax returns.
- Arrange mailings for completed returns when pickup is not possible.
- Provide local pickup/drop-off services for elderly clients as needed.
- Handle accounts receivable: record payments in QuickBooks, prepare deposits, and deliver checks to the bank on a regular basis (almost daily).
- Prepare 1099 forms for clients in January.
- Perform bookkeeping and data entry tasks as required.
- Assist with data entry into tax software, with potential to learn and prepare individual tax returns (Form 1040).
- Maintain office organization, including shredding documents and caring for live plants.
- Support various administrative and office-related tasks as needed.
Qualifications:
- Strong organizational and communication skills.
- Attention to details
- Proficiency Microsoft Office software, and ability to learn QuickBooks
- Ability to manage multiple tasks and deadlines independently.
- Professional demeanor and client-service mindset.
- Willingness and ability to travel locally for client assistance.
Bonus: Experience in tax preparation or interest in learning.
Compensation: starting at $25 per hour; eligible for company funded pension retirement plan contributions of up to 25% after 3 years of service.
Job Type: Part-time
Pay: $25.00 - $30.00 per hour
Benefits:
- Flexible schedule
- Professional development assistance
- Retirement plan
Work Location: In person
Salary : $25 - $30