Administrative Support Specialist

7 days ago


League City, Texas, United States DRDA, PLLC Full time
Job Description

Key Responsibilities:

• Coordinate project setup, assignment, and reassignment as needed.

• Manage the printing, assembling, and delivery of tax returns, including 1040, 5500s, and state-only returns.

• Maintain accurate client information within Practice CS.

Document Management:

• Scan and upload physical documents to the virtual filing system.

• Manage the File Room, including the document log, and ensure timely document return to clients.

• Reindex documents received through the client portal to the correct File Section and Document Type.

• Notify client managers upon document receipt to determine project assignments.

Client Interaction:

• Collect signed forms, 8879, and e-file authorizations from clients.

• Follow up with clients via email and/or phone calls to ensure timely communication.

• Assist in preparing zero payment due extensions and sending out tax organizers.

• Support client portal setup, deletion, and troubleshooting.

• Provide front desk backup.

Prospect and Client Onboarding:

• Manage the prospect and client onboarding workflow by tracking prospects using established processes.

• Request and receive necessary information and documents from prospective clients.

• Schedule appointments and set up client onboarding projects, following established processes.

Qualifications and Skills:

• Previous experience in a CPA or financial services environment.

• Knowledge of audit and tax document requirements.

• Proven experience in document management, preferably within an accounting or CPA firm.

• Excellent organizational skills and attention to detail.

• Strong communication and collaboration skills.

• Ability to handle confidential information with integrity and professionalism.

• Proficiency in Microsoft Office Suite and Adobe.

• Advanced typing skills.

• Ability and willingness to work overtime, after hours, and/or weekends as needed to meet business demands.

• Committed to delivering detailed and accurate results in a fast-paced environment.

• Strong writing, editing, and proofreading abilities.

About DRDA, PLLC:

DRDA, PLLC is a diverse and fast-growing CPA and Management Advisory firm based in Houston, Texas, serving nationally and internationally. DRDA is growing at twice the industry average.



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