Client Data Support Specialist
3 weeks ago
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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