Operations Specialist — ESOP CPA Firm

Bland & Associates, Inc. (BAI); Omaha (NE); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Award Winning Culture

Flexible work

Benefits incl. ESOP

Leadership program BLING

People-First Leadership

Job summary

Bland & Associates, Inc. (BAI) in Omaha, NE is seeking an Operations Specialist to join our on-site team and support the Audit, Tax, Client Accounting, & Advisory Services departments.

You will help keep client workflows organized, accurate, and moving forward, from onboarding through ongoing service and offboarding, while protecting confidential information. Ideal candidates have at least one year in an administrative/operations role, strong communication and billing skills, and familiarity

Qualifications

• 1+ year in an administrative or operations role; CPA firm experience preferred.
• Strong client service skills with professional communication and billing experience.
• Excellent organizational skills; able to manage deadlines and multiple systems.
• Familiarity with accounting software (QuickBooks, NetSuite, CCH Axcess, CaseWare, Box).

Responsibilities

• Client onboarding and relationship support end-to-end.
• Billing and invoicing support for assigned department.
• Operations and team support, keeping client records organized.
• Process and systems support using Practice ERP and workflow improvements.

Skills

Knowledge

Client service

Administrative & technical skills

Background check

Tools

QuickBooks

NetSuite

CCH Axcess

CaseWare

Box

Job description

Bland & Associates, Inc. (BAI) in Omaha, NE is seeking an Operations Specialist to join our on-site team and support the Audit, Tax, Client Accounting, & Advisory Services departments.

You will help keep client workflows organized, accurate, and moving forward, from onboarding through ongoing service and offboarding, while protecting confidential information. Ideal candidates have at least one year in an administrative/operations role, strong communication and billing skills, and familiarity