Accounting Administrative Specialist (US Account)

Description Why Join Us? Are you looking for a role that provides opportunities to develop and grow? Take the next step in your career journey with us! We’ll provide you with a professional support structure and benefits to ensure you can thrive. We offer Premium HMO, awesome technology, and above-market remuneration. Our high performers are frequently invited to visit their colleagues internationally for professional development. We’re always searching for great talent to join our team. If you’d like be part of a fast-growing industry leader with an exceptional company culture, we’d love to hear from you: View email address on click.appcast.io POSITION SUMMARY: Administrative Specialist ensures that work delegated by Controller and HR Manager are completed accurately and timely. Clear communication with internal and external clients regarding job status. Time sensitive data entry of client and project information into our practice management software. This role requires exceptionally strong organization, communication and time management skills. Also, very important in this role is to have the ability to sense urgency and prioritize tasks, especially around tax deadline dates. Specific Duties and Responsibilities Include: Client Job and Document Management. Client Portal uploading and downloading, documents received via email, filing and organizing docs within client folders, email notifications to clients & tax preparer as needed. New Client Onboarding. Set-up client Portal login. Email invite to client for portal access. Set-up New Client in firm files: Client number, Add to Ifirm database, Create File Folder, Add client to QuickBooks, Add client to LaCerte if we have complete information. Email client the New Client Forms, Track client response, follow up if not received in a timely manner. Change Ifirm status to Docs in & assign to Tax Preparer, Status of Client and comments on the action being taken (Ifirm for tracking purpose) Research client and get all business information Statement of Information (Annual Project as well) Business License from the state SOS# EIN DOB SSN Customer Service/Communicating with Client as needed Assembly. Client Tax Return Assembly, Invoice Client, send to Client (Follow up with Client if not received in a timely manner). E-file the return when signatures and payment is received. Documenting all in Practice Management software. EFiling. Creating income tax work papers for clients in preparation for tax return to be placed in LaCerte. Client work papers. Assisting prep of expenses, income, purchased. Collect all tax info from QB and Financials. Inputting client data from work papers into LaCerte. Zero returns, prep, file and assemble. Monitor E-file status and place in client’s folder. Contacting client if we need approval. Payroll Filing, EDD Filing, FTB updates. Assist with miscellaneous projects such as: tax vouchers, extensions. Franchise Tax Board project, partner job status meetings- updating jobs in Office Tools (Compliance), Office Tools management, entering clients into LaCerte and client folders. Back up for support staff as needed Requirements

QUALIFICATIONS:

Technical Requirements Bachelor Degree in Accounting, Finance or related field of study. Extremely high level of organizational and time management skills High attention to detail Strong written and verbal communication skills Proficient in Office products, Word, Excel and Outlook. 1 year of Project Management experience 3-5+ years administrative experience Solution-oriented; problem-solver. Self-Discipline & Problem-Solving Skills: Ability to work in a very fast-paced environment with minimal supervision. Problem-solving and critical thinking skills required. Capacity and commitment to work 40 hours a week during traditional daytime business hours supporting clients. Internet Connection Requirements: Must have internet connection. Personal Requirements Solution-oriented; problem-solver. Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing of best practices. Willingness to follow established policies and procedures Willingness to observe Pacific Timezone Benefits Standard Job Benefits: HMO on Day 1 Permanent Work from Home Set Up Paid Time-Off Quarterly Sick-Leave conversion Paid Government-Mandated Benefits (SSS, PHIC, Pag-IBIG) Equipment provided Standard Job Highlights: Work-life balance Career growth and development opportunities Stable organization and industry leader Collaborative and fruitful company culture Permanent WFH Set-up

SALARY RANGE: PHP 50,000 – 75,000

#J-18808-Ljbffr Bluetell Solutions