Systems & Data Admin for CPA Office

Mohle Adams LLP; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) plan

flex-time options

bonuses

Job summary

Mohle Adams LLP in Houston, TX seeks an Administrator 1 to support audit and tax departments by managing XCM & Practice Management systems, setting up new clients and organizing data.

The role includes client portal support, processing of tax returns, e-file tasks, engagement binder updates, and binding of audit and financial statements, with opportunities to contribute to ongoing projects and process improvements in a collaborative CPA firm.

Qualifications

• Minimum two years' experience in managing processes and complex computer software.
• Great organization skills and time management.
• Experience with a CPA firm.

Responsibilities

• Client Portal System Support and fulfilling data requests
• Process Client Exits
• E-File Processing
• Engagement Binder Updates
• Processing of Tax Returns
• Binding of Audit and Financial Statements
• Other projects and tasks as assigned

Skills

Process management

Time management

CPA firm experience

Job description

Mohle Adams LLP in Houston, TX seeks an Administrator 1 to support audit and tax departments by managing XCM & Practice Management systems, setting up new clients and organizing data.

The role includes client portal support, processing of tax returns, e-file tasks, engagement binder updates, and binding of audit and financial statements, with opportunities to contribute to ongoing projects and process improvements in a collaborative CPA firm.