Administrative Production Support Specialist

4 weeks ago


San Diego, United States Profitwise Accounting Full time

**The Company:**

We aren't your average accountants. We are technology-forward, opportunity-driven, and excel at providing outstanding service to our clients and community. We provide tax, accounting and CFO services to small and mid-sized businesses located throughout the U.S. As a 100% virtual firm, we have been working remotely for the past 17 years with team members spread across the U.S. Headquartered in sunny San Diego, we look forward to welcoming you to one of our upcoming bi-annual firm wide retreats

**Job Overview:**

Our enthusiastic Production Support Specialist will screen & route incoming phone calls, perform careful data entry, assist in database maintenance, provide support to clients and team members, and assist with various administrative, accounting tasks and reporting.

If you are an inquisitive and dynamic individual looking for your place in a company that champions growth, this could be the ideal opportunity for you. Our most successful team members have the potential to grow into management positions within our fast growing firm.

We are seeking to build a core team of talented individuals to help grow our company to the next level making Profitwise Accounting one of the top small business cloud-accounting firms in the nation. If you have both people skills and technical knowledge and want to contribute those skills to a successful, growing company, contact Profitwise NOW

Our core values are centered on: serving first, solution seeking, authenticity, continuous self-improvement, humility, and creating a friendly and caring environment. We help our team achieve a flexible work/life balance by utilizing cutting edge technology that allows our team to be location independent.

**Responsibilities of our Production Support Specialist**

* Provide administrative & customer support across accounting & tax departments

* Successfully manage multiple projects and priorities

* Perform careful data entry

* Digitally track and organize client files

* Perform intake of client tax and accounting documents and follow up with clients for missing information

* Maintain client database for accuracy and completeness

* Maintain client download master list and execute all required actions to maintain electronic data connections

* Maintain existing SOPs for internal team and client resources for accurate account access instructions

* Download client bank statements

* Support new client onboarding

* Initiate client w9 requests, manage intake and 1099 input

* Process scanned mail and prepare outgoing client mailings

* Accounting, bookkeeping, and knowledge of Quickbooks a plus

**Desired Experience & Requirements for our Production Support Specialist:**

* Proficiency in MS Office and G-Suite

* Excellent time management, organizational, planning skills, the ability to multitask and prioritize work in a fast-paced environment

* Attention to detail and problem solving skills

* Tech Savvy, ability to learn new cloud based software applications quickly.

* Excellent written and verbal communication skills

* We love people who are personable, hardworking and who can clearly and effectively communicate with clients and team members

**Profitwise Offers:**

* Competitive Incentive Package

* Flexible and relaxed small team work environment

* Consistent Annual Growth / 18+ Years in Business

* Management Opportunities & Ongoing Training Available

* Amazing People

* Full Benefits Package

Location (city, state or zip code) You must select a location. Education status You must select an education status answer. Seeking for You must select a seeking status answer.



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