
Chief Operations Coordinator
1 day ago
Job Opportunity
We are seeking a highly organized and detail-oriented Administrative Assistant to provide administrative support to our team, ensuring seamless day-to-day operations.
Key Responsibilities
- Client Management: Manage client portals, upload documents, and track client communications through tax software.
- New Client Onboarding: Send welcome emails, assign tax IDs, and set up client portal logins.
- Task Management: Track assigned tasks in the tax status dashboard and complete them on time.
- Research: Gather client information, including statements of information, business licenses, and SOS numbers.
- Tax Return Processing: E-file tax returns when signatures and payments are received, documenting all in practice management software.
- Software Management: Manage and track tax software requests and follow-up reminders.
- Project Support: Assist with miscellaneous projects, such as tax vouchers, extensions, and annual engagement letters.
- Support Staff Coverage: Provide backup support for other staff members as needed.
- Accounts Receivable: Track recurring invoices, run monthly payments, and process ACH, wire transfers, and check payments.
- Reconciliation: Post daily reconciliations and monitor billing email for internal requests.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- 1 year of Project Management experience.
- 3-5+ years of administrative experience.
- Problem-solving skills and self-discipline.
- Ability to work independently with minimal supervision.
- Commitment to 40 hours per week during traditional business hours.
- Reliable internet connection.
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