Operations Associate

atchleycpas; Austin (TX); On-site; USD 41,328 - 48,216; Full time

Job summary

atchleycpas is looking for an Operations Associate based in Austin, Texas. This role involves various tasks including billing, administrative support, and client communication, ensuring a smooth operational flow.

Ideal candidates should have 2-4 years of relevant experience, proficiency in Microsoft 365, and strong analytical skills. The position offers a salary of $30.00-$35.00 per hour.

Qualifications

• Two to four years of experience in operations or paraprofessional role, preferably in public accounting.
• Proficiency in Microsoft Office/365 applications including Outlook, Word, Excel.

Responsibilities

• Perform various billing, administrative support, and tax return processing tasks.
• Manage electronic delivery and filing of deliverables year-round.
• Serve as first point of contact to guests visiting the office.

Skills

Heavy Excel experience

Proficiency in BI platforms/data analytics

Customer service skills

Attention to detail

Education

Associate's degree

Bachelor's degree preferred

Tools

Microsoft 365

Quickbooks

CCH Axcess

IDEA

Adobe

Job description

POSITION SUMMARY

The Operations Associate is an essential member of the Operations department. Under the supervision of different professionals, Operations Associates perform a variety of tasks, including billing, administrative support for Tax, Audit, and CAS, tax return processing, audit compilation proofing/processing, front desk support, management of inbound calls, and some client communication. THIS IS AN ON-SITE ROLE IN AUSTIN, TEXAS.

ESSENTIAL FUNCTIONS

• Creates and updates due date reports for departments and teams as pertinent deadlines approach.
• Creates, edits, and/or removes new tasks in Workflow software as requested by the Firm leadership.
• Troubleshoots due date report errors and/or provides different or more detailed information when requested.
• Prepares list of clients with outstanding information, and as directed, calls clients to follow up on tax organizers e-filing signature consents for tax returns, and/or other time-sensitive materials.
• Prepares client lists and manages the process, beginning to end, for distributing tax organizers and annual arrangement letters to clients.
• Attends Operations Department and related meetings as assigned. Takes notes and reports any tasks assigned to the Operations Team.
• Attends training as assigned to improve individual proficiencies and knowledge of updates to technology used by the Firm.
• Supports the Project Manager on major updates or rollouts of new and/or existing technology or processes.
• Researches and stays current on updates released for firm related software by completing all mandatory trainings and regularly practicing new skills.
• Manages the electronic delivery, extending, and filing of deliverables year-round.
• Prepares CPE material and works with the necessary Staff to facilitate the event and conduct polling as needed.
• Monitors and completes requests that come in through the Admin staff inbox as assigned.
• Readies client data for workpapers that support the work of the Tax, Audit, or CAS Staff, including the Autoflow process & sending emails to clients with missing information, via the CPA mailbox.
• Responds to ad hoc document requests, including but not limited to POAs, change of address forms and engagement letters.
• Serves as a first point of contact to guests who visit the office, offering them refreshments and ensuring the reserved meeting space is in order.
• Manages certified mail requests and ensures the delivery of certified mail to the Post Office.
• Other duties, as assigned, by the Operations Coordinator or Lead Partner.

SKILLS AND ABILITIES

Education

Associate's degree required; bachelor's degree preferred.

Experience

Two to four years of experience in Operations or Paraprofessional role, preferably in a public accounting environment. Heavy Excel experience and proven proficiency in BI platforms/data analytics is strongly preferred.

Computer Skills

Proficiency with a Microsoft 365 environment, keyboard, mouse, multiple monitors, laptop computers, copiers, scanners, and printers.

Certificates & Licenses

CompTIA A+, Network+, Security+, Microsoft 365 Certified: Fundamentals, BI Certifications.

Other Requirements

Microsoft Office/365 Applications, including Outlook, Word, Excel, Sharepoint, OneDrive, and Teams. Experience with Quickbooks, CCH Axcess, IDEA, CCH Document, Adobe, Depreciation Solutions, and Caseware are preferred.

Compensation

The compensation for this position is $30.00-$35.00 per hour.

Equal Opportunity Statement

Atchley & Associates is an Equal Opportunity Employer.