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Operations Specialist

3 months ago

Salem, United States Doty Pruett Wilson, PC Full time

As an Operations Specialist at our CPA firm, you will play a critical role in ensuring the smooth and efficient functioning of our office. Your responsibilities will encompass a range of document management, project coordination, and administrative tasks. You will support our accounting staff by managing documents, handling client communications, and maintaining an organized office environment. The ideal candidate will be deadline-driven, detail-oriented, and able to multitask while working collaboratively.

Responsibilities:

  • Document Management:
    • Download tax documents using our software systems.
    • Send tax documents securely through secure portals.
    • Assemble and send tax returns to clients.
    • Scan and autoflow tax documents into tax returns.
  • Project Coordination:
    • Work closely with accounting staff to manage the flow of projects.
    • Ensure all project deadlines are met and communicate any potential delays or issues to the team.
  • Administrative Support:
    • Perform general administrative duties including answering phones, receiving and sending correspondence by mail, e-mail, or other software, filing, and appointment scheduling.
    • Maintain a clean and organized office environment, including organizing and cleaning the kitchen, conference rooms, and other common areas.
Qualifications:
  • Strong organizational skills and attention to detail.
  • Ability to multitask and manage time effectively.
  • Excellent communication and interpersonal skills.
  • Proficiency in using software for document management and secure communications.
  • Ability to work as part of a team and be flexible with daily tasks.
  • Deadline-driven with a strong sense of responsibility.
Software:
  • Advanced level of proficiency in Microsoft Office Suite required
  • Experience with CCH Axcess preferred
Experience:
  • Two (2) or more years of administrative experience in a professional services firm OR
  • One (1) year of administrative experience in a professional services firm with associate degree


Equal Employment Opportunity Statement

Anthem Strategist is an equal opportunity employer. We are dedicated to fostering a diverse and inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, veteran or disability status, or any other characteristic protected by law.

We believe in creating a workplace where all employees can thrive and contribute to our success. We encourage individuals from all backgrounds to apply.