What are the responsibilities and job description for the General Ledger Support Specialist position at Paychex?
Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.
Overview
Initiates, answers, and logs all client calls concerning the General Ledger Reporting Service; performs associated troubleshooting and assists users to maximize client retention, maintain relationships with referring CPAs, and to explain and maintain the integrity of accounting data supplied to clients and CPAs.
Responsibilities
Not sure if you meet every requirement?
At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.
Overview
Initiates, answers, and logs all client calls concerning the General Ledger Reporting Service; performs associated troubleshooting and assists users to maximize client retention, maintain relationships with referring CPAs, and to explain and maintain the integrity of accounting data supplied to clients and CPAs.
Responsibilities
- Supports the General Ledger Reporting Service by fielding inbound calls and making outbound calls to clients and CPAs. May also distribute product information internally to Paycor/Paychex users. Meets goals for telephone and e-mail response time to ensure quality customer service.
- Maintains knowledge of payroll and all ancillary products and services in order to assist branch personnel with general ledger and accounting issues.
- Assists clients and CPAs with entry of new client information into the General Ledger Reporting Service to ensure accuracy.
- Provides technical expertise regarding internet practices and PC functions in order to assist clients and CPAs with PC-related procedures, including file download, editing files, and import/export functions.
- Supports clients and CPAs on accounting software such as QuickBooks, Peachtree, Creative Solutions, and Datafaction to assist with import/export, making/deleting transactions, adding to/changing charts of accounts, and other troubleshooting. Proficient in all other supported third-party accounting software packages and Microsoft Excel in order to support clients.
- Utilizes familiar accounting terminology when speaking with accountants, but is also able to interpret the needs of clients with limited accounting knowledge to ensure that appropriate level of customer service is provided.
- Manually creates accounting data for clients and CPAs when the system is unavailable to ensure timely receipt of information.
- Develops, implements, maintains, and administers training programs for all new and current employees to optimize level of effectiveness and ability.
- Logs phone calls and email in order to build and maintain a database of client and CPA interactions.
- You will be required to work mandatory overtime during peak seasons to meet the demands of the business.
- H.S. Diploma - Required
- College degree preferred
- 2 years of experience in Small business accounting utilizing accounting software to perform tasks such as payroll, balancing bank statements, budgeting, and monitoring cash flow.
- Act with uncompromising integrity.
- Provide outstanding service and build trusted relationships.
- Drive innovation in our products and services and continually improve our processes.
- Work in partnership and support each other.
- Be personally accountable and deliver on commitments.
- Treat each other with respect and dignity.
- We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) employer match, adoption assistance, financial assistance, and much more.
- We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
- We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
- We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
- We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
Not sure if you meet every requirement?
At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.