Client Data Support Specialist

3 weeks ago


Asheville, United States Gould Killian CPA Group Full time

Client Data Support Specialist - Gould Killian CPA Group

Position: Full-Time, Hourly

Pay: $20-$22/hour, with potential for raises and bonuses

Job Duties:

Client Records Management

  • Scan and organize client documents for individual tax returns
  • Assist Client Success Manager with document management and organization
  • Assist with workflow projects and archiving projects as needed

Client Services – Support Admin Staff

  • Provide client support (greeting, phone calls, mail.) as a backup to other admin staff
  • Provide support to administrative staff during deadlines by greeting clients, helping with certified mailings, and Post Office runs on deadline days

Electronic Filing and Extensions

  • Participate in the extension process for business property taxes  
  • Participate in the extension process for individual and business tax returns

Other

  • As role and firm needs evolve, there may be other duties as requested

Skills & Abilities:

  • Working knowledge of Microsoft Office Suite
  • Ability and desire to learn GK procedures and software
  • Strong communication skills, including  in-person, phone, and written communications
  • A positive attitude and high energy

What you can expect from us:

  • Hands-on training on new software and procedures
  • On-going support for questions or additional training, as needed
  • Professional Development support


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