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: recr

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.

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 Quick Books, 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

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

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