What are the responsibilities and job description for the Technical Administrator position at Keller CPAs?
The Engine Behind Our Firm
At Keller CPAs, our Technical Administrators keep the firm running.
Every client file, tax return, invoice, and workflow passes through this position. Your work ensures our tax preparers have everything they need, our clients receive a polished final product, and our technology supports the entire team.
This is a fast-paced operations position that combines organization, technology, process management, and attention to detail. If you enjoy systems, checklists, and making sure every detail is completed correctly, you'll thrive here.
What You'll Do
You'll be responsible for processing a high volume of client files while maintaining exceptional accuracy and consistency.
Tax Workflow & Client File Management
- Scan and organize client tax documents.
- Create and maintain electronic client files.
- Prepare tax files for our tax preparers.
- Verify every required step has been completed before a file moves to the next stage.
- Process completed tax returns for delivery to clients.
- Create and send client invoices.
- Assemble electronic tax return packages.
- Maintain our digital filing and document management systems.
Technology & Office Support
- Set up new employee computers and workstations.
- Install and configure required software and applications.
- Ensure employee logins, permissions, and access are ready before their first day.
- Work closely with our outsourced IT provider to troubleshoot issues and coordinate new computer setups.
- Assist team members with day-to-day needs.
- Help implement new software and improve internal workflows.
What Success Looks Like
This role requires someone who can move quickly while maintaining outstanding attention to detail.
The smallest missed step can delay a tax return, create extra work for teammates, or impact the client experience. That's why consistency is just as important as speed.
Who Thrives in This Position?
You might be a great fit if you:
- Love organization and structured processes.
- Has 3 years of office experience.
- Enjoy repetitive work because you like becoming highly efficient.
- Take pride in accuracy.
- Naturally notice when something is missing.
- Learn new software quickly.
- Like solving technology problems.
- Enjoy checking tasks off a list.
- Stay focused while managing a high volume of work.
- Believe every detail matters.
Why This Position Matters
This role touches nearly every client and every employee in our firm.
Your work creates the foundation for our tax preparers to succeed, ensures our clients receive a professional experience, and helps our office technology operate smoothly.
If you enjoy making systems work better, helping others succeed, and taking pride in high-quality work, we'd love to meet you.
Benefits
- Competitive pay
- Health insurance
- Retirement plan with employer match
- Paid holidays and PTO
- Ongoing training
- Career growth opportunities
- Friendly, team-oriented culture
Pay: $20.00 - $25.00 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
Work Location: In person
Salary : $20 - $25